Coldstream Capital Management’s Cavco Industries CVCO Stock Holding History

Coldstream Capital Management’s Portfolio CVCO Stock Details CVCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$275K	Buy	568 +134	+31%	+$76.1K	﹤0.01%	977
2025 Q4	$256K	Sell	434 -114	-21%	-$64.6K	﹤0.01%	983
2025 Q3	$318K	Sell	548 -6	-1%	-$2.93K	﹤0.01%	913
2025 Q2	$241K	Buy	554 +1	+0.2%	+$469	﹤0.01%	985
2025 Q1	$287K	Buy	553 +68	+14%	+$34.2K	0.01%	837
2024 Q4	$216K	Sell	485 -12	-2%	-$5.51K	﹤0.01%	976
2024 Q3	$213K	Buy	+497	New	+$196K	﹤0.01%	1004
2024 Q2	–	Sell	-541	Closed	-$216K	–	996
2024 Q1	$216K	Buy	+541	New	+$192K	0.01%	919

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coldstream Capital Management's CVCO Position: Q1 2026 in Review

Coldstream Capital Management increased its Cavco Industries (CVCO) stake by 31% in Q1 2026, buying an estimated $76.1K and bringing the position to 568 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Coldstream Capital Management first reported a position in CVCO in Q1 2024 and has held it in 8 quarters since. The position peaked at $318K in Q3 2025. 343 funds tracked by Wall St. Rank hold CVCO as of Q1 2026.

Coldstream Capital Management held 568 shares of Cavco Industries worth $275K as of Q1 2026.
Coldstream Capital Management bought 134 Cavco Industries shares in Q1 2026, an estimated $76.1K.
Cavco Industries made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #977 holding.
Coldstream Capital Management first reported a position in Cavco Industries in Q1 2024 and has held it in 8 quarters since.
Coldstream Capital Management's Cavco Industries position peaked at $318K in Q3 2025.
343 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.