MYIA
TBBB icon

Mount Yale Investment Advisors’s BBB Foods TBBB Stock Holding History

Mount Yale Investment Advisors’s Portfolio TBBB Stock Details TBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Buy
+5,066
New +$193K ﹤0.01% 1128
2025
Q3 		– Sell
-2,611
Closed -$72.5K – 1645
2025
Q2 		$72.5K Buy
+2,611
New +$73.5K 0.01% 716

Other funds holding TBBB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Mount Yale Investment Advisors opened a new position in BBB Foods (TBBB) in Q2 2026: 5,066 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in TBBB as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in TBBB in Q2 2025 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

  • Mount Yale Investment Advisors held 5,066 shares of BBB Foods worth $211K as of Q2 2026.
  • BBB Foods was a new Mount Yale Investment Advisors position in Q2 2026.
  • BBB Foods made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1128 holding.
  • Mount Yale Investment Advisors first reported a position in BBB Foods in Q2 2025 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

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