HCR Wealth Advisors’s Cadiz CDZI Stock Holding History

HCR Wealth Advisors’s Portfolio CDZI Stock Details CDZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$368K	Sell	88,000 -50,000	-36%	-$223K	0.03%	189
2026 Q1	$678K	Buy	138,000 +56,564	+69%	+$309K	0.07%	130
2025 Q4	$457K	Buy	81,436 +6,562	+9%	+$35.2K	0.05%	162
2025 Q3	$355K	Buy	74,874 +25,874	+53%	+$90.4K	0.04%	178
2025 Q2	$147K	Sell	49,000 -562,750	-92%	-$1.62M	0.02%	230
2025 Q1	$1.79M	Buy	611,750 +83,750	+16%	+$368K	0.23%	65
2024 Q4	$2.75M	Buy	528,000 +72,079	+16%	+$260K	0.34%	50
2024 Q3	$1.38M	Buy	455,921 +89,234	+24%	+$290K	0.18%	86
2024 Q2	$1.13M	Buy	366,687 +284,766	+348%	+$774K	0.16%	87
2024 Q1	$238K	Buy	81,921 +10,762	+15%	+$29.6K	0.04%	195
2023 Q4	$199K	Hold	71,159	–	–	0.03%	202
2023 Q3	$236K	Buy	71,159 +15,822	+29%	+$60.6K	0.05%	146
2023 Q2	$225K	Sell	55,337 -40,613	-42%	-$179K	0.04%	160
2023 Q1	$388K	Hold	95,950	–	–	0.08%	126
2022 Q4	$240K	Buy	+95,950	New	+$200K	0.05%	151

Other funds holding CDZI

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

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCM

Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCR Wealth Advisors's CDZI Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Cadiz (CDZI) stake by 36% in Q2 2026, selling an estimated $223K and leaving 88,000 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #189.

HCR Wealth Advisors first reported a position in CDZI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.75M in Q4 2024. 116 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

HCR Wealth Advisors held 88,000 shares of Cadiz worth $368K as of Q2 2026.
HCR Wealth Advisors sold 50,000 Cadiz shares in Q2 2026, an estimated $223K.
Cadiz made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #189 holding.
HCR Wealth Advisors first reported a position in Cadiz in Q4 2022 and has held it in 15 quarters since.
HCR Wealth Advisors's Cadiz position peaked at $2.75M in Q4 2024.
116 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.