Rockefeller Capital Management
YCBD icon

Rockefeller Capital Management’s cbdMD YCBD Stock Holding History

Rockefeller Capital Management’s Portfolio YCBD Stock Details YCBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1 Hold
1
– – ﹤0.01% 4730
2026
Q1 		$1 Hold
1
– – ﹤0.01% 4683
2025
Q4 		$1 Hold
1
– – ﹤0.01% 4669
2025
Q3 		$1 Buy
+1
New +$1 ﹤0.01% 4426
2023
Q1 		– Sell
-1
Closed – – 3926
2022
Q4 		$0 Hold
1
– – ﹤0.01% 4261
2022
Q3 		$0 Hold
1
– – ﹤0.01% 4441
2022
Q2 		$0 Hold
1
– – ﹤0.01% 4431
2022
Q1 		$0 Hold
1
– – ﹤0.01% 4092
2021
Q4 		$0 Hold
1
– – ﹤0.01% 4017
2021
Q3 		$0 Hold
1
– – ﹤0.01% 3873
2021
Q2 		$1K Hold
1
– – ﹤0.01% 3390
2021
Q1 		$2K Hold
1
– – ﹤0.01% 3128
2020
Q4 		$1K Hold
1
– – ﹤0.01% 2794
2020
Q3 		$1K Hold
1
– – ﹤0.01% 2544
2020
Q2 		$1K Hold
1
– – ﹤0.01% 2517
2020
Q1 		$0 Hold
1
– – ﹤0.01% 2503
2019
Q4 		$1K Buy
+1
New +$1.2K ﹤0.01% 2015

Other funds holding YCBD

WVP
Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management's YCBD Position: Q2 2026 in Review

Rockefeller Capital Management held its cbdMD (YCBD) position steady in Q2 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #4730.

Rockefeller Capital Management first reported a position in YCBD in Q4 2019 and has held it in 17 quarters since. The position peaked at $2K in Q1 2021. 27 funds tracked by Wall St. Rank hold YCBD as of Q2 2026.

  • Rockefeller Capital Management held 1 share of cbdMD worth $1 as of Q2 2026.
  • Rockefeller Capital Management left its cbdMD share count unchanged in Q2 2026.
  • cbdMD made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4730 holding.
  • Rockefeller Capital Management first reported a position in cbdMD in Q4 2019 and has held it in 17 quarters since.
  • Rockefeller Capital Management's cbdMD position peaked at $2K in Q1 2021.
  • 27 funds tracked by Wall St. Rank held cbdMD as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.