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Colonial Trust Advisors’s Toast TOST Stock Holding History

Colonial Trust Advisors’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$162K Sell
6,100
-350
-5% -$10.4K 0.01% 218
2025
Q4 		$229K Sell
6,450
-1,250
-16% -$45.1K 0.02% 193
2025
Q3 		$281K Buy
7,700
+100
+1% +$4.34K 0.02% 181
2025
Q2 		$337K Buy
7,600
+500
+7% +$19.6K 0.03% 166
2025
Q1 		$236K Buy
7,100
+2,600
+58% +$97.4K 0.02% 190
2024
Q4 		$164K Buy
4,500
+3,750
+500% +$132K 0.01% 208
2024
Q3 		$21.2K Buy
750
+250
+50% +$6.33K ﹤0.01% 440
2024
Q2 		$12.9K Hold
500
– – ﹤0.01% 493
2024
Q1 		$12.5K Buy
+500
New +$10.4K ﹤0.01% 555

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Colonial Trust Advisors's TOST Position: Q1 2026 in Review

Colonial Trust Advisors reduced its Toast (TOST) stake by 5.4% in Q1 2026, selling an estimated $10.4K and leaving 6,100 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #218.

Colonial Trust Advisors first reported a position in TOST in Q1 2024 and has held it in 9 quarters since. The position peaked at $337K in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Colonial Trust Advisors held 6,100 shares of Toast worth $162K as of Q1 2026.
  • Colonial Trust Advisors sold 350 Toast shares in Q1 2026, an estimated $10.4K.
  • Toast made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #218 holding.
  • Colonial Trust Advisors first reported a position in Toast in Q1 2024 and has held it in 9 quarters since.
  • Colonial Trust Advisors's Toast position peaked at $337K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.