Cape Investment Advisory’s Compass Minerals CMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-41
Closed -$805 389
2025
Q4
$805 Sell
41
-506
-93% -$9.36K ﹤0.01% 1211
2025
Q3
$10.5K Sell
547
-81
-13% -$1.61K 0.01% 399
2025
Q2
$12.6K Buy
628
+28
+5% +$453 ﹤0.01% 594
2025
Q1
$5.57K Buy
600
+158
+36% +$1.8K ﹤0.01% 722
2024
Q4
$4.97K Sell
442
-19
-4% -$248 ﹤0.01% 741
2024
Q3
$5.54K Hold
461
﹤0.01% 682
2024
Q2
$4.76K Sell
461
-182
-28% -$2.35K ﹤0.01% 672
2024
Q1
$10.1K Sell
643
-1,887
-75% -$39.6K ﹤0.01% 550
2023
Q4
$64.1K Buy
2,530
+3
+0.1% +$77 0.03% 301
2023
Q3
$70.6K Buy
2,527
+152
+6% +$4.89K 0.04% 247
2023
Q2
$80.8K Buy
2,375
+227
+11% +$7.53K 0.05% 223
2023
Q1
$73.7K Buy
+2,148
New +$85.9K 0.04% 221

Other funds holding CMP

Cape Investment Advisory's CMP Position: Q1 2026 in Review

Cape Investment Advisory sold out of Compass Minerals (CMP) in Q1 2026, closing a stake of 41 shares — an estimated $805 sold.

Cape Investment Advisory first reported a position in CMP in Q1 2023 and held it in 12 quarters. The position peaked at $80.8K in Q2 2023. 205 funds tracked by Wall St. Rank hold CMP as of Q1 2026.

  • Cape Investment Advisory reported no remaining Compass Minerals position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 41 Compass Minerals shares in Q1 2026, an estimated $805.
  • Cape Investment Advisory first reported a position in Compass Minerals in Q1 2023 and held it in 12 quarters.
  • Cape Investment Advisory's Compass Minerals position peaked at $80.8K in Q2 2023.
  • 205 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.