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Rothschild Investment LLC’s Caledonia Mining Corp CMCL Stock Holding History

Rothschild Investment LLC’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
Q2 		$1.41K Buy
74
+16
+28% +$363 ﹤0.01% 2904
2026
Q1 		$1.31K Buy
58
+3
+5% +$84 ﹤0.01% 2752
2025
Q4 		$1.44K Hold
55
– – ﹤0.01% 2528
2025
Q3 		$1.99K Hold
55
– – ﹤0.01% 2229
2025
Q2 		$1.06K Hold
55
– – ﹤0.01% 2439
2025
Q1 		$687 Buy
55
+10
+22% +$103 ﹤0.01% 2515
2024
Q4 		$423 Buy
+45
New +$576 ﹤0.01% 2595

Other funds holding CMCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rothschild Investment LLC's CMCL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Caledonia Mining Corp (CMCL) stake by 28% in Q2 2026, buying an estimated $363 and bringing the position to 74 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Rothschild Investment LLC first reported a position in CMCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.99K in Q3 2025. 133 funds tracked by Wall St. Rank hold CMCL as of Q2 2026.

  • Rothschild Investment LLC held 74 shares of Caledonia Mining Corp worth $1.41K as of Q2 2026.
  • Rothschild Investment LLC bought 16 Caledonia Mining Corp shares in Q2 2026, an estimated $363.
  • Caledonia Mining Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2904 holding.
  • Rothschild Investment LLC first reported a position in Caledonia Mining Corp in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's Caledonia Mining Corp position peaked at $1.99K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.