Concord Wealth Partners’s Del Monte Corp DMC Stock Holding History

Concord Wealth Partners’s Portfolio DMC Stock Details DMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.04K	Buy	+73	New	+$2.57K	﹤0.01%	743
2026 Q1	–	Sell	-72	Closed	-$2.56K	–	394
2025 Q4	$2.56K	Buy	72 +1	+1%	+$36	﹤0.01%	691
2025 Q3	$2.48K	Hold	71	–	–	﹤0.01%	700
2025 Q2	$2.29K	Buy	71 +1	+1%	+$33	﹤0.01%	710
2025 Q1	$2.16K	Buy	70 +1	+1%	+$31	﹤0.01%	670
2024 Q4	$2.3K	Hold	69	–	–	﹤0.01%	699
2024 Q3	$2.03K	Buy	69 +1	+1%	+$27	﹤0.01%	743
2024 Q2	$1.49K	Hold	68	–	–	﹤0.01%	690
2024 Q1	$1.75K	Buy	68 +1	+1%	+$25	﹤0.01%	762
2023 Q4	$1.75K	Buy	67 +1	+2%	+$25	﹤0.01%	726
2023 Q3	$1.71K	Hold	66	–	–	﹤0.01%	894
2023 Q2	$1.69K	Buy	66 +1	+2%	+$28	﹤0.01%	898
2023 Q1	$1.97K	Hold	65	–	–	﹤0.01%	813
2022 Q4	$1.7K	Buy	+65	New	+$1.71K	﹤0.01%	974
2022 Q3	–	Sell	-64	Closed	-$2K	–	486
2022 Q2	$2K	Buy	64 +1	+2%	+$25	﹤0.01%	1020
2022 Q1	$2K	Hold	63	–	–	﹤0.01%	1092
2021 Q4	$2K	Buy	+63	New	+$1.86K	﹤0.01%	1122

Other funds holding DMC

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concord Wealth Partners's DMC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Del Monte Corp (DMC) in Q2 2026: 73 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DMC as recently as Q4 2025.

Concord Wealth Partners first reported a position in DMC in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.56K in Q4 2025. 210 funds tracked by Wall St. Rank hold DMC as of Q2 2026.

Concord Wealth Partners held 73 shares of Del Monte Corp worth $2.04K as of Q2 2026.
Del Monte Corp was a new Concord Wealth Partners position in Q2 2026.
Del Monte Corp made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #743 holding.
Concord Wealth Partners first reported a position in Del Monte Corp in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Del Monte Corp position peaked at $2.56K in Q4 2025.
210 funds tracked by Wall St. Rank held Del Monte Corp as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.