Jones Financial Companies
OTLY

Jones Financial Companies’s Oatly Group OTLY Stock Holding History

Jones Financial Companies’s Portfolio OTLY Stock Details OTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4K Buy
1,591
+1,540
+3,020% +$17.1K ﹤0.01% 3403
2025
Q4 		$545 Buy
51
+1
+2% +$13 ﹤0.01% 4147
2025
Q3 		$877 Hold
50
– – ﹤0.01% 3926
2025
Q2 		$582 Hold
50
– – ﹤0.01% 3781
2025
Q1 		$495 Sell
50
-4
-7% -$43 ﹤0.01% 3511
2024
Q4 		$712 Buy
+54
New +$796 ﹤0.01% 3191

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RS
R Squared Central, Hong Kong $182M AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jones Financial Companies's OTLY Position: Q1 2026 in Review

Jones Financial Companies increased its Oatly Group (OTLY) stake by 3,020% in Q1 2026, buying an estimated $17.1K and bringing the position to 1,591 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

Jones Financial Companies first reported a position in OTLY in Q4 2024 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold OTLY as of Q1 2026.

  • Jones Financial Companies held 1,591 shares of Oatly Group worth $15.4K as of Q1 2026.
  • Jones Financial Companies bought 1,540 Oatly Group shares in Q1 2026, an estimated $17.1K.
  • Oatly Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3403 holding.
  • Jones Financial Companies first reported a position in Oatly Group in Q4 2024 and has held it in 6 quarters since.
  • 64 funds tracked by Wall St. Rank held Oatly Group as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.