Geode Capital Management
CVCO icon

Geode Capital Management’s Cavco Industries CVCO Stock Holding History

Geode 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 		$159M Buy
259,180
+18,507
+8% +$9.83M 0.01% 928
2026
Q1 		$117M Buy
240,673
+7,826
+3% +$4.44M 0.01% 988
2025
Q4 		$138M Buy
232,847
+1,018
+0.4% +$577K 0.01% 890
2025
Q3 		$135M Buy
231,829
+3,902
+2% +$1.91M 0.01% 902
2025
Q2 		$99M Sell
227,927
-2,237
-1% -$1.05M 0.01% 1032
2025
Q1 		$120M Buy
230,164
+3,140
+1% +$1.58M 0.01% 870
2024
Q4 		$101M Buy
227,024
+2,640
+1% +$1.21M 0.01% 995
2024
Q3 		$96.1M Buy
224,384
+12,822
+6% +$5.06M 0.01% 1018
2024
Q2 		$73.2M Buy
211,562
+11,762
+6% +$4.28M 0.01% 1112
2024
Q1 		$79.7M Buy
199,800
+3,446
+2% +$1.22M 0.01% 1073
2023
Q4 		$68.1M Buy
196,354
+5,867
+3% +$1.67M 0.01% 1130
2023
Q3 		$50.6M Buy
190,487
+6,698
+4% +$1.88M 0.01% 1228
2023
Q2 		$54.2M Buy
183,789
+6,219
+4% +$1.79M 0.01% 1189
2023
Q1 		$56.4M Sell
177,570
-469
-0.3% -$130K 0.01% 1107
2022
Q4 		$40.3M Buy
178,039
+2,807
+2% +$623K 0.01% 1301
2022
Q3 		$36.1M Sell
175,232
-1,483
-0.8% -$351K 0.01% 1325
2022
Q2 		$34.6M Buy
176,715
+13,162
+8% +$2.93M 0.01% 1366
2022
Q1 		$39.4M Buy
163,553
+5,151
+3% +$1.42M ﹤0.01% 1413
2021
Q4 		$50.3M Sell
158,402
-1,322
-0.8% -$368K 0.01% 1311
2021
Q3 		$37.8M Sell
159,724
-5,587
-3% -$1.34M 0.01% 1506
2021
Q2 		$36.7M Buy
165,311
+4,358
+3% +$950K 0.01% 1562
2021
Q1 		$36.3M Buy
160,953
+14,691
+10% +$3.06M 0.01% 1475
2020
Q4 		$25.7M Buy
146,262
+3,859
+3% +$716K ﹤0.01% 1562
2020
Q3 		$25.7M Sell
142,403
-1,493
-1% -$285K 0.01% 1339
2020
Q2 		$27.7M Sell
143,896
-4,092
-3% -$670K 0.01% 1262
2020
Q1 		$21.4M Buy
147,988
+9,988
+7% +$1.96M 0.01% 1243
2019
Q4 		$27M Buy
138,000
+4,765
+4% +$934K 0.01% 1361
2019
Q3 		$25.6M Buy
133,235
+1,958
+1% +$347K 0.01% 1312
2019
Q2 		$20.7M Buy
131,277
+17,031
+15% +$2.32M 0.01% 1455
2019
Q1 		$13.4M Buy
114,246
+11,501
+11% +$1.57M ﹤0.01% 1694
2018
Q4 		$13.4M Buy
102,745
+4,586
+5% +$829K ﹤0.01% 1569
2018
Q3 		$24.8M Buy
98,159
+7,032
+8% +$1.63M 0.01% 1247
2018
Q2 		$18.9M Buy
91,127
+9,031
+11% +$1.7M 0.01% 1398
2018
Q1 		$14.3M Buy
82,096
+3,682
+5% +$609K ﹤0.01% 1510
2017
Q4 		$12M Buy
78,414
+3,096
+4% +$465K ﹤0.01% 1610
2017
Q3 		$11.1M Buy
75,318
+1,389
+2% +$185K ﹤0.01% 1643
2017
Q2 		$9.58M Buy
73,929
+2,702
+4% +$323K ﹤0.01% 1685
2017
Q1 		$8.29M Buy
71,227
+7,269
+11% +$789K ﹤0.01% 1749
2016
Q4 		$6.39M Buy
63,958
+4,567
+8% +$440K ﹤0.01% 1894
2016
Q3 		$5.88M Buy
59,391
+729
+1% +$72.7K ﹤0.01% 1864
2016
Q2 		$5.5M Buy
58,662
+283
+0.5% +$26.1K ﹤0.01% 1849
2016
Q1 		$5.46M Buy
58,379
+2,472
+4% +$204K ﹤0.01% 1815
2015
Q4 		$4.66M Buy
55,907
+931
+2% +$79.1K ﹤0.01% 1924
2015
Q3 		$3.74M Buy
54,976
+2,531
+5% +$184K ﹤0.01% 2023
2015
Q2 		$3.96M Buy
52,445
+2,140
+4% +$153K ﹤0.01% 2068
2015
Q1 		$3.77M Buy
50,305
+6,446
+15% +$477K ﹤0.01% 2019
2014
Q4 		$3.48M Buy
43,859
+419
+1% +$30.8K ﹤0.01% 2046
2014
Q3 		$2.95M Buy
43,440
+976
+2% +$72.2K ﹤0.01% 2127
2014
Q2 		$3.62M Buy
42,464
+3,318
+8% +$258K ﹤0.01% 1991
2014
Q1 		$3.07M Buy
39,146
+3,499
+10% +$266K ﹤0.01% 2079
2013
Q4 		$2.45M Buy
35,647
+2,746
+8% +$167K ﹤0.01% 2169
2013
Q3 		$1.87M Buy
32,901
+1,003
+3% +$54.7K ﹤0.01% 2212
2013
Q2 		$1.61M Buy
+31,898
New +$1.49M ﹤0.01% 2170

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Geode Capital Management increased its Cavco Industries (CVCO) stake by 7.7% in Q2 2026, buying an estimated $9.83M and bringing the position to 259,180 shares worth $159M. The position accounts for 0.01% of the portfolio, ranked #928.

Geode Capital Management first reported a position in CVCO in Q2 2013 and has held it in 53 quarters since. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Geode Capital Management held 259,180 shares of Cavco Industries worth $159M as of Q2 2026.
  • Geode Capital Management bought 18,507 Cavco Industries shares in Q2 2026, an estimated $9.83M.
  • Cavco Industries made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #928 holding.
  • Geode Capital Management first reported a position in Cavco Industries in Q2 2013 and has held it in 53 quarters since.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.