Callan Capital’s Honda HMC Stock Holding History

Callan Capital’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$802K	Buy	29,555 +8,485	+40%	+$242K	0.06%	140
2024 Q4	$602K	Sell	21,070 -13,606	-39%	-$384K	0.04%	152
2024 Q3	$1.1M	Buy	34,676 +5,711	+20%	+$181K	0.08%	109
2024 Q2	$934K	Buy	28,965 +7,166	+33%	+$242K	0.08%	111
2024 Q1	$812K	Buy	21,799 +14,896	+216%	+$512K	0.07%	110
2023 Q4	$213K	Buy	+6,903	New	+$218K	0.02%	209

Other funds holding HMC

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Callan Capital's HMC Position: Q1 2025 in Review

Callan Capital increased its Honda (HMC) stake by 40% in Q1 2025, buying an estimated $242K and bringing the position to 29,555 shares worth $802K. The position accounts for 0.06% of the portfolio, ranked #140.

Callan Capital first reported a position in HMC in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.1M in Q3 2024. 340 funds tracked by Wall St. Rank hold HMC as of Q1 2025.

Callan Capital held 29,555 shares of Honda worth $802K as of Q1 2025.
Callan Capital bought 8,485 Honda shares in Q1 2025, an estimated $242K.
Honda made up 0.06% of Callan Capital's portfolio in Q1 2025, its #140 holding.
Callan Capital first reported a position in Honda in Q4 2023 and has held it in 6 quarters since.
Callan Capital's Honda position peaked at $1.1M in Q3 2024.
340 funds tracked by Wall St. Rank held Honda as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.