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Covestor’s Lifeway Foods LWAY Stock Holding History

Covestor’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1K Sell
36
-21
-37% -$447 ﹤0.01% 2080
2025
Q4 		$1K Sell
57
-20
-26% -$490 ﹤0.01% 2107
2025
Q3 		$2K Buy
+77
New +$2.17K ﹤0.01% 1963
2024
Q4 		– Sell
-1,936
Closed -$50K – 2514
2024
Q3 		$50K Buy
+1,936
New +$32.4K 0.03% 879
2024
Q1 		– Sell
-235
Closed -$3K – 2521
2023
Q4 		$3K Hold
235
– – ﹤0.01% 1804
2023
Q3 		$2K Buy
+235
New +$2.04K ﹤0.01% 1834

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $342M AUM 105.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Covestor's LWAY Position: Q1 2026 in Review

Covestor reduced its Lifeway Foods (LWAY) stake by 37% in Q1 2026, selling an estimated $447 and leaving 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Covestor first reported a position in LWAY in Q3 2023 and has held it in 6 quarters since. The position peaked at $50K in Q3 2024. 80 funds tracked by Wall St. Rank hold LWAY as of Q1 2026.

  • Covestor held 36 shares of Lifeway Foods worth $1K as of Q1 2026.
  • Covestor sold 21 Lifeway Foods shares in Q1 2026, an estimated $447.
  • Lifeway Foods made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2080 holding.
  • Covestor first reported a position in Lifeway Foods in Q3 2023 and has held it in 6 quarters since.
  • Covestor's Lifeway Foods position peaked at $50K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.