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Cape Investment Advisory’s FedEx FDX Stock Holding History

Cape Investment Advisory’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Buy
+398
New +$145K 0.03% 304
2026
Q1 		– Sell
-33
Closed -$9.53K – 533
2025
Q4 		$9.53K Buy
+33
New +$8.67K ﹤0.01% 768
2025
Q1 		– Sell
-4
Closed -$1.13K – 1162
2024
Q4 		$1.13K Buy
+4
New +$1.12K ﹤0.01% 947
2024
Q1 		– Sell
-7
Closed -$1.77K – 1004
2023
Q4 		$1.77K Buy
+7
New +$1.78K ﹤0.01% 947

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cape Investment Advisory's FDX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in FedEx (FDX) in Q2 2026: 398 shares worth $125K. The stake represents 0.03% of the portfolio and ranks #304 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FDX as recently as Q4 2025.

Cape Investment Advisory first reported a position in FDX in Q4 2023 and has held it in 4 quarters since. 1,966 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Cape Investment Advisory held 398 shares of FedEx worth $125K as of Q2 2026.
  • FedEx was a new Cape Investment Advisory position in Q2 2026.
  • FedEx made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #304 holding.
  • Cape Investment Advisory first reported a position in FedEx in Q4 2023 and has held it in 4 quarters since.
  • 1,966 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.