Mount Yale Investment Advisors’s Choice Hotels CHH Stock Holding History

Mount Yale Investment Advisors’s Portfolio CHH Stock Details CHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$520K	Buy	4,718 +479	+11%	+$53K	0.01%	774
2026 Q1	$439K	Buy	4,239 +1,716	+68%	+$178K	0.01%	760
2025 Q4	$240K	Buy	+2,523	New	+$240K	0.01%	649
2023 Q4	–	Sell	-5,629	Closed	-$690K	–	505
2023 Q3	$690K	Buy	5,629 +24	+0.4%	+$3.02K	0.08%	251
2023 Q2	$659K	Buy	5,605 +1,555	+38%	+$187K	0.07%	271
2023 Q1	$475K	Buy	4,050 +1,116	+38%	+$134K	0.05%	306
2022 Q4	$330K	Buy	+2,934	New	+$351K	0.04%	345

Other funds holding CHH

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Mount Yale Investment Advisors's CHH Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Choice Hotels (CHH) stake by 11% in Q2 2026, buying an estimated $53K and bringing the position to 4,718 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #774.

Mount Yale Investment Advisors first reported a position in CHH in Q4 2022 and has held it in 7 quarters since. The position peaked at $690K in Q3 2023. 332 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

Mount Yale Investment Advisors held 4,718 shares of Choice Hotels worth $520K as of Q2 2026.
Mount Yale Investment Advisors bought 479 Choice Hotels shares in Q2 2026, an estimated $53K.
Choice Hotels made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #774 holding.
Mount Yale Investment Advisors first reported a position in Choice Hotels in Q4 2022 and has held it in 7 quarters since.
Mount Yale Investment Advisors's Choice Hotels position peaked at $690K in Q3 2023.
332 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.