CWM
MZTI

CIBC World Markets’s The Marzetti Company MZTI Stock Holding History

CIBC World Markets’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$219K Buy
+1,330
New +$222K ﹤0.01% 1085
2025
Q2 		$428K Sell
2,477
-1,865
-43% -$322K ﹤0.01% 937
2025
Q1 		$760K Buy
4,342
+2,512
+137% +$453K 0.01% 796
2024
Q4 		$317K Buy
+1,830
New +$335K ﹤0.01% 911
2021
Q2 		– Sell
-2,100
Closed -$368K – 794
2021
Q1 		$368K Buy
+2,100
New +$376K ﹤0.01% 910

Other funds holding MZTI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CIBC World Markets's MZTI Position: Q4 2025 in Review

CIBC World Markets opened a new position in The Marzetti Company (MZTI) in Q4 2025: 1,330 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in MZTI as recently as Q2 2025.

CIBC World Markets first reported a position in MZTI in Q1 2021 and has held it in 5 quarters since. The position peaked at $760K in Q1 2025. 343 funds tracked by Wall St. Rank hold MZTI as of Q4 2025.

  • CIBC World Markets held 1,330 shares of The Marzetti Company worth $219K as of Q4 2025.
  • The Marzetti Company was a new CIBC World Markets position in Q4 2025.
  • The Marzetti Company made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1085 holding.
  • CIBC World Markets first reported a position in The Marzetti Company in Q1 2021 and has held it in 5 quarters since.
  • CIBC World Markets's The Marzetti Company position peaked at $760K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.