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Cape Investment Advisory’s Harley-Davidson HOG Stock Holding History

Cape Investment Advisory’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-63
Closed -$1.29K – 623
2025
Q4 		$1.29K Hold
63
– – ﹤0.01% 1165
2025
Q3 		$1.76K Hold
63
– – ﹤0.01% 691
2025
Q2 		$1.49K Sell
63
-225
-78% -$5.34K ﹤0.01% 988
2025
Q1 		$7.27K Hold
288
– – ﹤0.01% 660
2024
Q4 		$8.68K Hold
288
– – ﹤0.01% 613
2024
Q3 		$11.1K Buy
288
+63
+28% +$2.28K ﹤0.01% 546
2024
Q2 		$7.55K Hold
225
– – ﹤0.01% 575
2024
Q1 		$9.84K Hold
225
– – ﹤0.01% 554
2023
Q4 		$8.29K Hold
225
– – ﹤0.01% 705
2023
Q3 		$7.44K Hold
225
– – ﹤0.01% 611
2023
Q2 		$7.92K Hold
225
– – ﹤0.01% 590
2023
Q1 		$8.54K Buy
+225
New +$9.89K 0.01% 571

Other funds holding HOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cape Investment Advisory sold out of Harley-Davidson (HOG) in Q1 2026, closing a stake of 63 shares — an estimated $1.29K sold.

Cape Investment Advisory first reported a position in HOG in Q1 2023 and held it in 12 quarters. The position peaked at $11.1K in Q3 2024. 395 funds tracked by Wall St. Rank hold HOG as of Q1 2026.

  • Cape Investment Advisory reported no remaining Harley-Davidson position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 63 Harley-Davidson shares in Q1 2026, an estimated $1.29K.
  • Cape Investment Advisory first reported a position in Harley-Davidson in Q1 2023 and held it in 12 quarters.
  • Cape Investment Advisory's Harley-Davidson position peaked at $11.1K in Q3 2024.
  • 395 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2026.

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