CWC Advisors
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CWC Advisors’s Franklin Covey FC Stock Holding History

CWC Advisors’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$281K Buy
16,417
+620
+4% +$12.4K 0.13% 130
2026
Q2 		$388K Sell
15,797
-838
-5% -$19.1K 0.17% 118
2026
Q1 		$263K Buy
+16,635
New +$274K 0.13% 129

Other funds holding FC

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CWC Advisors's FC Position: Q3 2026 in Review

CWC Advisors increased its Franklin Covey (FC) stake by 3.9% in Q3 2026, buying an estimated $12.4K and bringing the position to 16,417 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #130.

CWC Advisors first reported a position in FC in Q1 2026 and has held it in 3 quarters since. The position peaked at $388K in Q2 2026. 14 funds tracked by Wall St. Rank hold FC as of Q3 2026.

  • CWC Advisors held 16,417 shares of Franklin Covey worth $281K as of Q3 2026.
  • CWC Advisors bought 620 Franklin Covey shares in Q3 2026, an estimated $12.4K.
  • Franklin Covey made up 0.13% of CWC Advisors's portfolio in Q3 2026, its #130 holding.
  • CWC Advisors first reported a position in Franklin Covey in Q1 2026 and has held it in 3 quarters since.
  • CWC Advisors's Franklin Covey position peaked at $388K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.