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Coldstream Capital Management’s Middleby MIDD Stock Holding History

Coldstream Capital Management’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-787
Closed -$120K – 2424
2025
Q1 		$120K Buy
+787
New +$123K ﹤0.01% 1259
2014
Q2 		– Sell
-2,865
Closed -$252K – 214
2014
Q1 		$252K Sell
2,865
-222
-7% -$19.4K 0.08% 134
2013
Q4 		$247K Sell
3,087
-213
-6% -$15.8K 0.08% 138
2013
Q3 		$230K Buy
+3,300
New +$212K 0.08% 143

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coldstream Capital Management's MIDD Position: Q2 2025 in Review

Coldstream Capital Management sold out of Middleby (MIDD) in Q2 2025, closing a stake of 787 shares — an estimated $120K sold.

Coldstream Capital Management first reported a position in MIDD in Q3 2013 and held it in 4 quarters. The position peaked at $252K in Q1 2014. 425 funds tracked by Wall St. Rank hold MIDD as of Q2 2025.

  • Coldstream Capital Management reported no remaining Middleby position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 787 Middleby shares in Q2 2025, an estimated $120K.
  • Coldstream Capital Management first reported a position in Middleby in Q3 2013 and held it in 4 quarters.
  • Coldstream Capital Management's Middleby position peaked at $252K in Q1 2014.
  • 425 funds tracked by Wall St. Rank held Middleby as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.