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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
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

DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $366M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Covestor's LWAY Position: Q2 2026 in Review

Covestor reduced its Lifeway Foods (LWAY) stake by 2.8% in Q2 2026, selling an estimated $25 and leaving 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Covestor first reported a position in LWAY in Q3 2023 and has held it in 7 quarters since. The position peaked at $50K in Q3 2024. 96 funds tracked by Wall St. Rank hold LWAY as of Q2 2026.

  • Covestor held 35 shares of Lifeway Foods worth $1K as of Q2 2026.
  • Covestor sold 1 Lifeway Foods share in Q2 2026, an estimated $25.
  • Lifeway Foods made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2227 holding.
  • Covestor first reported a position in Lifeway Foods in Q3 2023 and has held it in 7 quarters since.
  • Covestor's Lifeway Foods position peaked at $50K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2026.

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