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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
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 $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
3CP
3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mount Yale Investment Advisors's TBBB Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of BBB Foods (TBBB) in Q3 2025, closing a stake of 2,611 shares — an estimated $72.5K sold.

Mount Yale Investment Advisors first reported a position in TBBB in Q2 2025 and held it in 1 quarter. The position peaked at $72.5K in Q2 2025. 96 funds tracked by Wall St. Rank hold TBBB as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining BBB Foods position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,611 BBB Foods shares in Q3 2025, an estimated $72.5K.
  • Mount Yale Investment Advisors first reported a position in BBB Foods in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's BBB Foods position peaked at $72.5K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held BBB Foods as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.