CWC Advisors’s Franklin Covey FC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

CWC Advisors's FC Position: Q2 2026 in Review

CWC Advisors reduced its Franklin Covey (FC) stake by 5% in Q2 2026, selling an estimated $19.1K and leaving 15,797 shares worth $388K. The position accounts for 0.17% of the portfolio, ranked #118.

CWC Advisors first reported a position in FC in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold FC as of Q2 2026.

  • CWC Advisors held 15,797 shares of Franklin Covey worth $388K as of Q2 2026.
  • CWC Advisors sold 838 Franklin Covey shares in Q2 2026, an estimated $19.1K.
  • Franklin Covey made up 0.17% of CWC Advisors's portfolio in Q2 2026, its #118 holding.
  • CWC Advisors first reported a position in Franklin Covey in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.