Capital Advisors Ltd’s Alico ALCO Stock Holding History

Capital Advisors Ltd’s Portfolio ALCO Stock Details ALCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19K	Hold	470	–	–	﹤0.01%	698
2026 Q1	$19K	Hold	470	–	–	﹤0.01%	674
2025 Q4	$17K	Hold	470	–	–	﹤0.01%	677
2025 Q3	$16K	Hold	470	–	–	﹤0.01%	692
2025 Q2	$15K	Hold	470	–	–	﹤0.01%	686
2025 Q1	$14K	Hold	470	–	–	﹤0.01%	684
2024 Q4	$12K	Buy	470 +398	+553%	+$10.4K	﹤0.01%	733
2024 Q3	$2K	Hold	72	–	–	﹤0.01%	1033
2024 Q2	$2K	Buy	+72	New	+$1.95K	﹤0.01%	1026

Other funds holding ALCO

GCCM

Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Capital Advisors Ltd's ALCO Position: Q2 2026 in Review

Capital Advisors Ltd held its Alico (ALCO) position steady in Q2 2026 at 470 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Capital Advisors Ltd first reported a position in ALCO in Q2 2024 and has held it in 9 quarters since. 111 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

Capital Advisors Ltd held 470 shares of Alico worth $19K as of Q2 2026.
Capital Advisors Ltd left its Alico share count unchanged in Q2 2026.
Alico made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #698 holding.
Capital Advisors Ltd first reported a position in Alico in Q2 2024 and has held it in 9 quarters since.
111 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.