RD Lewis Holdings’s Alico ALCO Stock Holding History

RD Lewis Holdings’s Portfolio ALCO Stock Details ALCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$229K	Hold	5,160	–	–	0.2%	85
2025 Q4	$217K	Buy	+5,160	New	+$180K	0.19%	86

Other funds holding ALCO

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

RD Lewis Holdings's ALCO Position: Q1 2026 in Review

RD Lewis Holdings held its Alico (ALCO) position steady in Q1 2026 at 5,160 shares worth $229K. The position accounts for 0.2% of the portfolio, ranked #85.

RD Lewis Holdings first reported a position in ALCO in Q4 2025 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold ALCO as of Q1 2026.

RD Lewis Holdings held 5,160 shares of Alico worth $229K as of Q1 2026.
RD Lewis Holdings left its Alico share count unchanged in Q1 2026.
Alico made up 0.2% of RD Lewis Holdings's portfolio in Q1 2026, its #85 holding.
RD Lewis Holdings first reported a position in Alico in Q4 2025 and has held it in 2 quarters since.
109 funds tracked by Wall St. Rank held Alico as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.