Concord Wealth Partners’s Yeti Holdings YETI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.91K	Buy	+200	New	+$8.67K	﹤0.01%	573
2026 Q1	–	Sell	-200	Closed	-$8.83K	–	812
2025 Q4	$8.83K	Hold	200	–	–	﹤0.01%	557
2025 Q3	$6.64K	Hold	200	–	–	﹤0.01%	581
2025 Q2	$6.3K	Hold	200	–	–	﹤0.01%	603
2025 Q1	$6.62K	Hold	200	–	–	﹤0.01%	550
2024 Q4	$7.7K	Hold	200	–	–	﹤0.01%	546
2024 Q3	$8.21K	Hold	200	–	–	﹤0.01%	577
2024 Q2	$7.63K	Hold	200	–	–	﹤0.01%	536
2024 Q1	$7.71K	Hold	200	–	–	﹤0.01%	597
2023 Q4	$10.4K	Hold	200	–	–	﹤0.01%	564
2023 Q3	$9.64K	Hold	200	–	–	﹤0.01%	625
2023 Q2	$7.77K	Hold	200	–	–	﹤0.01%	644
2023 Q1	$8K	Hold	200	–	–	﹤0.01%	618
2022 Q4	$8.26K	Buy	+200	New	+$7.51K	﹤0.01%	662
2022 Q3	–	Sell	-200	Closed	-$9K	–	1197
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	718
2022 Q1	$12K	Sell	200 -9	-4%	-$581	﹤0.01%	746
2021 Q4	$17K	Buy	+209	New	+$19.2K	﹤0.01%	685

Other funds holding YETI

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

Concord Wealth Partners opened a new position in Yeti Holdings (YETI) in Q2 2026: 200 shares worth $9.91K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in YETI as recently as Q4 2025.

Concord Wealth Partners first reported a position in YETI in Q4 2021 and has held it in 17 quarters since. The position peaked at $17K in Q4 2021. 457 funds tracked by Wall St. Rank hold YETI as of Q2 2026.

Concord Wealth Partners held 200 shares of Yeti Holdings worth $9.91K as of Q2 2026.
Yeti Holdings was a new Concord Wealth Partners position in Q2 2026.
Yeti Holdings made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #573 holding.
Concord Wealth Partners first reported a position in Yeti Holdings in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Yeti Holdings position peaked at $17K in Q4 2021.
457 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2026.

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