FFM
MCW

Forum Financial Management’s Mister Car Wash MCW Stock Holding History

Forum Financial Management’s Portfolio MCW Stock Details MCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,831
Closed -$63.1K – 1043
2025
Q3 		$63.1K Sell
11,831
-3
-0% -$18 ﹤0.01% 999
2025
Q2 		$71.1K Buy
11,834
+772
+7% +$5.42K ﹤0.01% 942
2025
Q1 		$87.3K Hold
11,062
– – ﹤0.01% 852
2024
Q4 		$80.6K Buy
+11,062
New +$80.8K ﹤0.01% 882

Other funds holding MCW

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's MCW Position: Q4 2025 in Review

Forum Financial Management sold out of Mister Car Wash (MCW) in Q4 2025, closing a stake of 11,831 shares — an estimated $63.1K sold.

Forum Financial Management first reported a position in MCW in Q4 2024 and held it in 4 quarters. The position peaked at $87.3K in Q1 2025. 215 funds tracked by Wall St. Rank hold MCW as of Q4 2025.

  • Forum Financial Management reported no remaining Mister Car Wash position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 11,831 Mister Car Wash shares in Q4 2025, an estimated $63.1K.
  • Forum Financial Management first reported a position in Mister Car Wash in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's Mister Car Wash position peaked at $87.3K in Q1 2025.
  • 215 funds tracked by Wall St. Rank held Mister Car Wash as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.