Covestor
LWAY icon

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
Q3 		$1K Sell
28
-7
-20% -$192 ﹤0.01% 2144
2026
Q2 		$1K Sell
35
-1
-3% -$25 ﹤0.01% 2227
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Riverwater Partners
Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Abound Wealth Management
Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Covestor's LWAY Position: Q3 2026 in Review

Covestor reduced its Lifeway Foods (LWAY) stake by 20% in Q3 2026, selling an estimated $192 and leaving 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Covestor first reported a position in LWAY in Q3 2023 and has held it in 8 quarters since. The position peaked at $50K in Q3 2024. 20 funds tracked by Wall St. Rank hold LWAY as of Q3 2026.

  • Covestor held 28 shares of Lifeway Foods worth $1K as of Q3 2026.
  • Covestor sold 7 Lifeway Foods shares in Q3 2026, an estimated $192.
  • Lifeway Foods made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2144 holding.
  • Covestor first reported a position in Lifeway Foods in Q3 2023 and has held it in 8 quarters since.
  • Covestor's Lifeway Foods position peaked at $50K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Lifeway Foods as of Q3 2026.

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