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Financial Consulate’s Jack in the Box JACK Stock Holding History

Financial Consulate’s Portfolio JACK Stock Details JACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25
Closed -$474 – 1447
2025
Q4 		$474 Buy
+25
New +$452 ﹤0.01% 1202

Other funds holding JACK

CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Financial Consulate's JACK Position: Q1 2026 in Review

Financial Consulate sold out of Jack in the Box (JACK) in Q1 2026, closing a stake of 25 shares — an estimated $474 sold.

Financial Consulate first reported a position in JACK in Q4 2025 and held it in 1 quarter. The position peaked at $474 in Q4 2025. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

  • Financial Consulate reported no remaining Jack in the Box position as of Q1 2026 after selling out during the quarter.
  • Financial Consulate sold 25 Jack in the Box shares in Q1 2026, an estimated $474.
  • Financial Consulate first reported a position in Jack in the Box in Q4 2025 and held it in 1 quarter.
  • Financial Consulate's Jack in the Box position peaked at $474 in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.