Kercheville Advisors’s Cameco CCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.25M Sell
41,702
-1,525
-4% -$171K 1.29% 27
2026
Q1
$4.69M Sell
43,227
-6,810
-14% -$779K 1.5% 21
2025
Q4
$6.1M Buy
50,037
+5,300
+12% +$477K 1.6% 20
2025
Q3
$3.75M Buy
44,737
+6,600
+17% +$512K 1.13% 24
2025
Q2
$2.83M Buy
38,137
+21,428
+128% +$1.14M 0.98% 26
2025
Q1
$688K Sell
16,709
-2,200
-12% -$104K 0.28% 51
2024
Q4
$972K Buy
18,909
+625
+3% +$34K 0.38% 46
2024
Q3
$873K Hold
18,284
0.37% 46
2024
Q2
$900K Sell
18,284
-700
-4% -$35.5K 0.39% 42
2024
Q1
$822K Sell
18,984
-23,300
-55% -$1.02M 0.39% 45
2023
Q4
$1.82M Buy
42,284
+15,800
+60% +$661K 1.02% 28
2023
Q3
$1.05M Sell
26,484
-50
-0.2% -$1.77K 0.67% 35
2023
Q2
$831K Buy
26,534
+4,934
+23% +$139K 0.5% 39
2023
Q1
$565K Sell
21,600
-20,550
-49% -$543K 0.39% 41
2022
Q4
$956K Sell
42,150
-6,350
-13% -$149K 0.66% 35
2022
Q3
$1.29M Sell
48,500
-200
-0.4% -$5.12K 1.32% 21
2022
Q2
$1.02M Sell
48,700
-3,800
-7% -$95.9K 0.67% 35
2022
Q1
$1.53M Sell
52,500
-26,550
-34% -$623K 0.72% 30
2021
Q4
$1.72M Buy
79,050
+8,000
+11% +$194K 0.75% 32
2021
Q3
$1.54M Sell
71,050
-72,000
-50% -$1.36M 0.73% 35
2021
Q2
$2.74M Sell
143,050
-10,450
-7% -$197K 1.27% 21
2021
Q1
$2.55M Buy
153,500
+142,600
+1,308% +$2.19M 1.28% 21
2020
Q4
$149K Buy
+10,900
New +$116K 0.08% 102

Other funds holding CCJ

Kercheville Advisors's CCJ Position: Q2 2026 in Review

Kercheville Advisors reduced its Cameco (CCJ) stake by 3.5% in Q2 2026, selling an estimated $171K and leaving 41,702 shares worth $4.25M. The position accounts for 1.29% of the portfolio, ranked #27.

Kercheville Advisors first reported a position in CCJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.1M in Q4 2025. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Kercheville Advisors held 41,702 shares of Cameco worth $4.25M as of Q2 2026.
  • Kercheville Advisors sold 1,525 Cameco shares in Q2 2026, an estimated $171K.
  • Cameco made up 1.29% of Kercheville Advisors's portfolio in Q2 2026, its #27 holding.
  • Kercheville Advisors first reported a position in Cameco in Q4 2020 and has held it in 23 quarters since.
  • Kercheville Advisors's Cameco position peaked at $6.1M in Q4 2025.
  • 1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.