Chapin Davis’s cbdMD YCBD Stock Holding History

Chapin Davis’s Portfolio YCBD Stock Details YCBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.7K	Hold	81,250	–	–	0.01%	254
2026 Q1	$60.3K	Sell	81,250 -1	-0%	-$1	0.01%	259
2025 Q4	$110K	Sell	81,251 -40,300	-33%	-$40.6K	0.03%	239
2025 Q3	$147K	Buy	121,551 +2,925	+2%	+$2.4K	0.04%	240
2025 Q2	$106K	Buy	+118,626	New	+$156K	0.03%	225

Other funds holding YCBD

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

AIM

Axiom Investment Management New York $150M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Chapin Davis's YCBD Position: Q2 2026 in Review

Chapin Davis held its cbdMD (YCBD) position steady in Q2 2026 at 81,250 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #254.

Chapin Davis first reported a position in YCBD in Q2 2025 and has held it in 5 quarters since. The position peaked at $147K in Q3 2025. 7 funds tracked by Wall St. Rank hold YCBD as of Q2 2026.

Chapin Davis held 81,250 shares of cbdMD worth $54.7K as of Q2 2026.
Chapin Davis left its cbdMD share count unchanged in Q2 2026.
cbdMD made up 0.01% of Chapin Davis's portfolio in Q2 2026, its #254 holding.
Chapin Davis first reported a position in cbdMD in Q2 2025 and has held it in 5 quarters since.
Chapin Davis's cbdMD position peaked at $147K in Q3 2025.
7 funds tracked by Wall St. Rank held cbdMD as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.