Covestor’s Jack in the Box JACK Stock Holding History

Covestor’s Portfolio JACK Stock Details JACK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$0	Buy	25 +23	+1,150%	+$284	﹤0.01%	2655
2026 Q1	$0	Hold	2	–	–	﹤0.01%	2522
2025 Q4	$0	Hold	2	–	–	﹤0.01%	2496
2025 Q3	$0	Hold	2	–	–	﹤0.01%	2512
2025 Q2	$0	Hold	2	–	–	﹤0.01%	2464
2025 Q1	$0	Buy	2 +1	+100%	+$37	﹤0.01%	2471
2024 Q4	$0	Hold	1	–	–	﹤0.01%	2480
2024 Q3	$0	Hold	1	–	–	﹤0.01%	2462
2024 Q2	$0	Hold	1	–	–	﹤0.01%	2481
2024 Q1	$0	Hold	1	–	–	﹤0.01%	2479
2023 Q4	$0	Hold	1	–	–	﹤0.01%	2405
2023 Q3	$0	Sell	1 -1	-50%	-$85	﹤0.01%	2391
2023 Q2	$0	Hold	2	–	–	﹤0.01%	2383
2023 Q1	$0	Hold	2	–	–	﹤0.01%	2292
2022 Q4	$0	Hold	2	–	–	﹤0.01%	2318
2022 Q3	$0	Sell	2 -1	-33%	-$76	﹤0.01%	2280
2022 Q2	$0	Sell	3 -1	-25%	-$76	﹤0.01%	2128
2022 Q1	$0	Sell	4 -1	-20%	-$89	﹤0.01%	2268
2021 Q4	$0	Buy	+5	New	+$464	﹤0.01%	2204

Other funds holding JACK

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Covestor's JACK Position: Q2 2026 in Review

Covestor increased its Jack in the Box (JACK) stake by 1,150% in Q2 2026, buying an estimated $284 and bringing the position to 25 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Covestor first reported a position in JACK in Q4 2021 and has held it in 19 quarters since. 133 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

Covestor held 25 shares of Jack in the Box worth $0 as of Q2 2026.
Covestor bought 23 Jack in the Box shares in Q2 2026, an estimated $284.
Jack in the Box made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2655 holding.
Covestor first reported a position in Jack in the Box in Q4 2021 and has held it in 19 quarters since.
133 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.