Capital Advisors Ltd’s Choice Hotels CHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22K	Sell	200 -2	-1%	-$221	﹤0.01%	667
2026 Q1	$21K	Buy	202 +49	+32%	+$5.09K	﹤0.01%	657
2025 Q4	$15K	Buy	153 +68	+80%	+$6.47K	﹤0.01%	712
2025 Q3	$9K	Hold	85	–	–	﹤0.01%	817
2025 Q2	$11K	Sell	85 -7	-8%	-$885	﹤0.01%	762
2025 Q1	$12K	Hold	92	–	–	﹤0.01%	721
2024 Q4	$13K	Hold	92	–	–	﹤0.01%	716
2024 Q3	$12K	Buy	92 +7	+8%	+$877	﹤0.01%	730
2024 Q2	$10K	Hold	85	–	–	﹤0.01%	745
2024 Q1	$11K	Hold	85	–	–	﹤0.01%	691
2023 Q4	$10K	Hold	85	–	–	﹤0.01%	686
2023 Q3	$10K	Hold	85	–	–	﹤0.01%	677
2023 Q2	$10K	Hold	85	–	–	﹤0.01%	694
2023 Q1	$10K	Hold	85	–	–	﹤0.01%	553
2022 Q4	$10K	Sell	85 -10	-11%	-$1.2K	﹤0.01%	556
2022 Q3	$10K	Buy	95 +12	+14%	+$1.38K	﹤0.01%	536
2022 Q2	$9K	Hold	83	–	–	﹤0.01%	515
2022 Q1	$12K	Hold	83	–	–	﹤0.01%	499
2021 Q4	$13K	Buy	+83	New	+$11.9K	﹤0.01%	480

Other funds holding CHH

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

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

Capital Advisors Ltd reduced its Choice Hotels (CHH) stake by 0.99% in Q2 2026, selling an estimated $221 and leaving 200 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Capital Advisors Ltd first reported a position in CHH in Q4 2021 and has held it in 19 quarters since. 332 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

Capital Advisors Ltd held 200 shares of Choice Hotels worth $22K as of Q2 2026.
Capital Advisors Ltd sold 2 Choice Hotels shares in Q2 2026, an estimated $221.
Choice Hotels made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #667 holding.
Capital Advisors Ltd first reported a position in Choice Hotels in Q4 2021 and has held it in 19 quarters since.
332 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

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