Ritholtz Wealth Management’s Caledonia Mining Corp CMCL Stock Holding History

Ritholtz Wealth Management’s Portfolio CMCL Stock Details CMCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Sell	46,391 -8,553	-16%	-$238K	0.02%	540
2025 Q4	$1.44M	Buy	54,944 +15,090	+38%	+$444K	0.03%	418
2025 Q3	$1.44M	Buy	39,854 +6,275	+19%	+$160K	0.03%	414
2025 Q2	$649K	Buy	+33,579	New	+$526K	0.01%	566
2023 Q4	–	Sell	-10,275	Closed	-$101K	–	764
2023 Q3	$101K	Sell	10,275 -8,247	-45%	-$91.3K	﹤0.01%	676
2023 Q2	$215K	Sell	18,522 -2,954	-14%	-$41.4K	0.01%	612
2023 Q1	$326K	Buy	+21,476	New	+$301K	0.02%	496

Other funds holding CMCL

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ritholtz Wealth Management's CMCL Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Caledonia Mining Corp (CMCL) stake by 16% in Q1 2026, selling an estimated $238K and leaving 46,391 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #540.

Ritholtz Wealth Management first reported a position in CMCL in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.44M in Q3 2025. 151 funds tracked by Wall St. Rank hold CMCL as of Q1 2026.

Ritholtz Wealth Management held 46,391 shares of Caledonia Mining Corp worth $1.05M as of Q1 2026.
Ritholtz Wealth Management sold 8,553 Caledonia Mining Corp shares in Q1 2026, an estimated $238K.
Caledonia Mining Corp made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #540 holding.
Ritholtz Wealth Management first reported a position in Caledonia Mining Corp in Q1 2023 and has held it in 7 quarters since.
Ritholtz Wealth Management's Caledonia Mining Corp position peaked at $1.44M in Q3 2025.
151 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.