RIL
STKL

Rothschild Investment LLC’s SunOpta STKL Stock Holding History

Rothschild Investment LLC’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-440
Closed -$2.85K – 3712
2026
Q1 		$2.85K Buy
440
+263
+149% +$1.49K ﹤0.01% 2366
2025
Q4 		$673 Sell
177
-43
-20% -$195 ﹤0.01% 2826
2025
Q3 		$1.29K Hold
220
– – ﹤0.01% 2481
2025
Q2 		$1.28K Buy
220
+75
+52% +$394 ﹤0.01% 2334
2025
Q1 		$705 Buy
145
+85
+142% +$566 ﹤0.01% 2504
2024
Q4 		$462 Buy
60
+20
+50% +$141 ﹤0.01% 2567
2024
Q3 		$255 Buy
+40
New +$234 ﹤0.01% 2658

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Rothschild Investment LLC sold out of SunOpta (STKL) in Q2 2026, closing a stake of 440 shares — an estimated $2.85K sold.

Rothschild Investment LLC first reported a position in STKL in Q3 2024 and held it in 7 quarters. The position peaked at $2.85K in Q1 2026. 3 funds tracked by Wall St. Rank hold STKL as of Q2 2026.

  • Rothschild Investment LLC reported no remaining SunOpta position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 440 SunOpta shares in Q2 2026, an estimated $2.85K.
  • Rothschild Investment LLC first reported a position in SunOpta in Q3 2024 and held it in 7 quarters.
  • Rothschild Investment LLC's SunOpta position peaked at $2.85K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held SunOpta as of Q2 2026.

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