CoreCap Advisors
MIDD icon

CoreCap Advisors’s Middleby MIDD Stock Holding History

CoreCap Advisors’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
2026
Q3 		– Sell
-5
Closed -$860 – 3283
2026
Q2 		$860 Buy
+5
New +$754 ﹤0.01% 2732
2025
Q2 		– Sell
-6
Closed -$912 – 3053
2025
Q1 		$912 Buy
+6
New +$941 ﹤0.01% 2546

Other funds holding MIDD

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

CoreCap Advisors's MIDD Position: Q3 2026 in Review

CoreCap Advisors sold out of Middleby (MIDD) in Q3 2026, closing a stake of 5 shares — an estimated $860 sold.

CoreCap Advisors first reported a position in MIDD in Q1 2025 and held it in 2 quarters. The position peaked at $912 in Q1 2025. 63 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • CoreCap Advisors reported no remaining Middleby position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 5 Middleby shares in Q3 2026, an estimated $860.
  • CoreCap Advisors first reported a position in Middleby in Q1 2025 and held it in 2 quarters.
  • CoreCap Advisors's Middleby position peaked at $912 in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.