Evergreen Capital Management’s Cavco Industries CVCO Stock Holding History

Evergreen Capital Management’s Portfolio CVCO Stock Details CVCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$361K	Sell	588 -1	-0.2%	-$531	0.01%	1102
2026 Q1	$285K	Sell	589 -116	-16%	-$65.9K	0.01%	1156
2025 Q4	$416K	Sell	705 -7	-1%	-$3.97K	0.01%	852
2025 Q3	$413K	Buy	712 +163	+30%	+$79.7K	0.01%	749
2025 Q2	$239K	Sell	549 -24	-4%	-$11.2K	0.01%	935
2025 Q1	$298K	Buy	573 +40	+8%	+$20.1K	0.01%	752
2024 Q4	$238K	Buy	533 +5	+0.9%	+$2.3K	0.01%	873
2024 Q3	$226K	Buy	+528	New	+$208K	0.01%	860
2023 Q2	–	Sell	-667	Closed	-$212K	–	807
2023 Q1	$212K	Buy	+667	New	+$185K	0.01%	637

Other funds holding CVCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evergreen Capital Management's CVCO Position: Q2 2026 in Review

Evergreen Capital Management reduced its Cavco Industries (CVCO) stake by 0.17% in Q2 2026, selling an estimated $531 and leaving 588 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #1102.

Evergreen Capital Management first reported a position in CVCO in Q1 2023 and has held it in 9 quarters since. The position peaked at $416K in Q4 2025. 356 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

Evergreen Capital Management held 588 shares of Cavco Industries worth $361K as of Q2 2026.
Evergreen Capital Management sold 1 Cavco Industries share in Q2 2026, an estimated $531.
Cavco Industries made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1102 holding.
Evergreen Capital Management first reported a position in Cavco Industries in Q1 2023 and has held it in 9 quarters since.
Evergreen Capital Management's Cavco Industries position peaked at $416K in Q4 2025.
356 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.