CWA
DMC

Carolina Wealth Advisors’s Del Monte Corp DMC Stock Holding History

Carolina Wealth Advisors’s Portfolio DMC Stock Details DMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-379
Closed -$12.3K – 254
2025
Q2 		$12.3K Sell
379
-7,447
-95% -$245K 0.01% 138
2025
Q1 		$241K Sell
7,826
-11,577
-60% -$355K 0.13% 63
2024
Q4 		$644K Buy
19,403
+486
+3% +$15.6K 0.35% 37
2024
Q3 		$559K Sell
18,917
-1,725
-8% -$45.7K 0.28% 48
2024
Q2 		$451K Buy
20,642
+2,213
+12% +$53.2K 0.22% 51
2024
Q1 		$477K Sell
18,429
-16
-0.1% -$398 0.26% 52
2023
Q4 		$484K Sell
18,445
-316
-2% -$7.78K 0.25% 58
2023
Q3 		$485K Buy
18,761
+1,148
+7% +$30K 0.27% 60
2023
Q2 		$453K Buy
17,613
+1,151
+7% +$31.8K 0.27% 51
2023
Q1 		$496K Buy
+16,462
New +$478K 0.29% 46

Other funds holding DMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolina Wealth Advisors's DMC Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Del Monte Corp (DMC) in Q3 2025, closing a stake of 379 shares — an estimated $12.3K sold.

Carolina Wealth Advisors first reported a position in DMC in Q1 2023 and held it in 10 quarters. The position peaked at $644K in Q4 2024. 235 funds tracked by Wall St. Rank hold DMC as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Del Monte Corp position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 379 Del Monte Corp shares in Q3 2025, an estimated $12.3K.
  • Carolina Wealth Advisors first reported a position in Del Monte Corp in Q1 2023 and held it in 10 quarters.
  • Carolina Wealth Advisors's Del Monte Corp position peaked at $644K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Del Monte Corp as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.