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Cape Investment Advisory’s Mueller Industries MLI Stock Holding History

Cape Investment Advisory’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.04K Buy
+82
New +$5.38K ﹤0.01% 1029
2026
Q1 		– Sell
-68
Closed -$3.9K – 805
2025
Q4 		$3.9K Hold
68
– – ﹤0.01% 967
2025
Q3 		$3.44K Hold
68
– – ﹤0.01% 587
2025
Q2 		$2.7K Buy
+68
New +$2.57K ﹤0.01% 893

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Cape Investment Advisory opened a new position in Mueller Industries (MLI) in Q2 2026: 82 shares worth $5.04K. The stake represents ﹤0.01% of the portfolio and ranks #1029 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MLI as recently as Q4 2025.

Cape Investment Advisory first reported a position in MLI in Q2 2025 and has held it in 4 quarters since. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Cape Investment Advisory held 82 shares of Mueller Industries worth $5.04K as of Q2 2026.
  • Mueller Industries was a new Cape Investment Advisory position in Q2 2026.
  • Mueller Industries made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1029 holding.
  • Cape Investment Advisory first reported a position in Mueller Industries in Q2 2025 and has held it in 4 quarters since.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

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