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Capital Advisors Ltd’s Jack in the Box JACK Stock Holding History

Capital Advisors Ltd’s Portfolio JACK Stock Details JACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-35
Closed -$1K – 1485
2025
Q4 		$1K Buy
35
+26
+289% +$470 ﹤0.01% 1216
2025
Q3 		$0 Buy
+9
New +$179 ﹤0.01% 1461
2025
Q2 		– Sell
-40
Closed -$1K – 1487
2025
Q1 		$1K Buy
+40
New +$1.47K ﹤0.01% 1201

Other funds holding JACK

CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Capital Advisors Ltd's JACK Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Jack in the Box (JACK) in Q1 2026, closing a stake of 35 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in JACK in Q1 2025 and held it in 3 quarters. The position peaked at $1K in Q4 2025. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Jack in the Box position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 35 Jack in the Box shares in Q1 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Jack in the Box in Q1 2025 and held it in 3 quarters.
  • Capital Advisors Ltd's Jack in the Box position peaked at $1K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.