Covestor
ALCO icon

Covestor’s Alico ALCO Stock Holding History

Covestor’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-377
Closed -$16K – 2301
2026
Q2 		$16K Hold
377
– – 0.01% 1259
2026
Q1 		$16K Hold
377
– – 0.01% 1190
2025
Q4 		$14K Sell
377
-859
-69% -$29.9K 0.01% 1418
2025
Q3 		$43K Hold
1,236
– – 0.02% 971
2025
Q2 		$40K Sell
1,236
-1,203
-49% -$36.5K 0.02% 977
2025
Q1 		$73K Buy
+2,439
New +$72.5K 0.05% 669
2023
Q1 		– Sell
-93
Closed -$2.38K – 1956
2022
Q4 		$2K Sell
93
-311
-77% -$8.99K ﹤0.01% 1745
2022
Q3 		$11K Buy
404
+141
+54% +$4.76K 0.01% 1212
2022
Q2 		$9K Buy
+263
New +$10.5K 0.01% 1240

Other funds holding ALCO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
Accordant Advisory Group
Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 1-Year Est. Return
TL
TowerView LLC New York $137M AUM 15.24% 1-Year Est. Return
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Naples Global Advisors
Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Covestor's ALCO Position: Q3 2026 in Review

Covestor sold out of Alico (ALCO) in Q3 2026, closing a stake of 377 shares — an estimated $16K sold.

Covestor first reported a position in ALCO in Q2 2022 and held it in 9 quarters. The position peaked at $73K in Q1 2025. 50 funds tracked by Wall St. Rank hold ALCO as of Q3 2026.

  • Covestor reported no remaining Alico position as of Q3 2026 after selling out during the quarter.
  • Covestor sold 377 Alico shares in Q3 2026, an estimated $16K.
  • Covestor first reported a position in Alico in Q2 2022 and held it in 9 quarters.
  • Covestor's Alico position peaked at $73K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Alico as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.