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Burney Company’s Cavco Industries CVCO Stock Holding History

Burney Company’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$292K Hold
475
– – 0.01% 539
2026
Q1 		$230K Hold
475
– – 0.01% 547
2025
Q4 		$281K Hold
475
– – 0.01% 537
2025
Q3 		$276K Hold
475
– – 0.01% 516
2025
Q2 		$206K Hold
475
– – 0.01% 555
2025
Q1 		$247K Hold
475
– – 0.01% 530
2024
Q4 		$212K Hold
475
– – 0.01% 564
2024
Q3 		$203K Buy
+475
New +$187K 0.01% 585
2023
Q3 		– Sell
-690
Closed -$204K – 571
2023
Q2 		$204K Sell
690
-190
-22% -$54.6K 0.01% 554
2023
Q1 		$280K Buy
+880
New +$244K 0.01% 502

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Burney Company's CVCO Position: Q2 2026 in Review

Burney Company held its Cavco Industries (CVCO) position steady in Q2 2026 at 475 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #539.

Burney Company first reported a position in CVCO in Q1 2023 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Burney Company held 475 shares of Cavco Industries worth $292K as of Q2 2026.
  • Burney Company left its Cavco Industries share count unchanged in Q2 2026.
  • Cavco Industries made up 0.01% of Burney Company's portfolio in Q2 2026, its #539 holding.
  • Burney Company first reported a position in Cavco Industries in Q1 2023 and has held it in 10 quarters since.
  • 360 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.