CCWM
PRMB

Cassaday & Co Wealth Management’s Primo Brands PRMB Stock Holding History

Cassaday & Co Wealth Management’s Portfolio PRMB Stock Details PRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98 Buy
4
+2
+100% +$44 ﹤0.01% 1271
2026
Q1 		$38 Buy
+2
New +$39 ﹤0.01% 1352

Other funds holding PRMB

ORCP
One Rock Capital Partners New York $2.84B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cassaday & Co Wealth Management's PRMB Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Primo Brands (PRMB) stake by 100% in Q2 2026, buying an estimated $44 and bringing the position to 4 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Cassaday & Co Wealth Management first reported a position in PRMB in Q1 2026 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold PRMB as of Q2 2026.

  • Cassaday & Co Wealth Management held 4 shares of Primo Brands worth $98 as of Q2 2026.
  • Cassaday & Co Wealth Management bought 2 Primo Brands shares in Q2 2026, an estimated $44.
  • Primo Brands made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1271 holding.
  • Cassaday & Co Wealth Management first reported a position in Primo Brands in Q1 2026 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held Primo Brands as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.