Caldwell Trust’s New York Times NYT Stock Holding History

Caldwell Trust’s Portfolio NYT Stock Details NYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$356K	Buy	5,082 +2,121	+72%	+$164K	0.03%	268
2026 Q1	$248K	Buy	+2,961	New	+$224K	0.02%	308

Other funds holding NYT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

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

Caldwell Trust's NYT Position: Q2 2026 in Review

Caldwell Trust increased its New York Times (NYT) stake by 72% in Q2 2026, buying an estimated $164K and bringing the position to 5,082 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #268.

Caldwell Trust first reported a position in NYT in Q1 2026 and has held it in 2 quarters since. 628 funds tracked by Wall St. Rank hold NYT as of Q2 2026.

Caldwell Trust held 5,082 shares of New York Times worth $356K as of Q2 2026.
Caldwell Trust bought 2,121 New York Times shares in Q2 2026, an estimated $164K.
New York Times made up 0.03% of Caldwell Trust's portfolio in Q2 2026, its #268 holding.
Caldwell Trust first reported a position in New York Times in Q1 2026 and has held it in 2 quarters since.
628 funds tracked by Wall St. Rank held New York Times as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.