4Wealth Advisors’s Rocky Mountain Chocolate Factory RMCF Stock Holding History

4Wealth Advisors’s Portfolio RMCF Stock Details RMCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1K	Sell	15,225 -1,000	-6%	-$2.01K	0.01%	151
2026 Q1	$35.5K	Sell	16,225 -3,635	-18%	-$8.52K	0.03%	141
2025 Q4	$37.7K	Buy	19,860 +4,260	+27%	+$7.08K	0.03%	145
2025 Q3	$24.8K	Buy	15,600 +1,385	+10%	+$2.26K	0.02%	135
2025 Q2	$20.3K	Buy	14,215 +265	+2%	+$333	0.02%	132
2025 Q1	$17K	Sell	13,950 -79,325	-85%	-$143K	0.02%	125
2024 Q4	$225K	Buy	+93,275	New	+$238K	0.23%	132

Other funds holding RMCF

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SWM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

4Wealth Advisors's RMCF Position: Q2 2026 in Review

4Wealth Advisors reduced its Rocky Mountain Chocolate Factory (RMCF) stake by 6.2% in Q2 2026, selling an estimated $2.01K and leaving 15,225 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #151.

4Wealth Advisors first reported a position in RMCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $225K in Q4 2024. 25 funds tracked by Wall St. Rank hold RMCF as of Q2 2026.

4Wealth Advisors held 15,225 shares of Rocky Mountain Chocolate Factory worth $13.1K as of Q2 2026.
4Wealth Advisors sold 1,000 Rocky Mountain Chocolate Factory shares in Q2 2026, an estimated $2.01K.
Rocky Mountain Chocolate Factory made up 0.01% of 4Wealth Advisors's portfolio in Q2 2026, its #151 holding.
4Wealth Advisors first reported a position in Rocky Mountain Chocolate Factory in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's Rocky Mountain Chocolate Factory position peaked at $225K in Q4 2024.
25 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.