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Capital Advisors Ltd’s Toast TOST Stock Holding History

Capital Advisors Ltd’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-56
Closed -$1K – 1578
2026
Q1 		$1K Buy
56
+40
+250% +$1.19K ﹤0.01% 1301
2025
Q4 		$1K Hold
16
– – ﹤0.01% 1287
2025
Q3 		$1K Hold
16
– – ﹤0.01% 1296
2025
Q2 		$1K Hold
16
– – ﹤0.01% 1273
2025
Q1 		$1K Hold
16
– – ﹤0.01% 1274
2024
Q4 		$1K Hold
16
– – ﹤0.01% 1306
2024
Q3 		$0 Sell
16
-2
-11% -$51 ﹤0.01% 1608
2024
Q2 		$0 Buy
+18
New +$435 ﹤0.01% 1635
2022
Q4 		– Sell
-11
Closed – – 1645
2022
Q3 		$0 Buy
+11
New +$191 ﹤0.01% 1521

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capital Advisors Ltd sold out of Toast (TOST) in Q2 2026, closing a stake of 56 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in TOST in Q3 2022 and held it in 9 quarters. The position peaked at $1K in Q1 2026. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 56 Toast shares in Q2 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Toast in Q3 2022 and held it in 9 quarters.
  • Capital Advisors Ltd's Toast position peaked at $1K in Q1 2026.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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