SCI
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S&CO Inc’s Middleby MIDD Stock Holding History

S&CO Inc’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5M Hold
29,100
– – 0.29% 70
2026
Q1 		$3.86M Sell
29,100
-12,700
-30% -$1.93M 0.24% 82
2025
Q4 		$6.21M Sell
41,800
-25
-0.1% -$3.28K 0.39% 56
2025
Q3 		$5.56M Sell
41,825
-25,000
-37% -$3.47M 0.34% 63
2025
Q2 		$9.62M Hold
66,825
– – 0.62% 41
2025
Q1 		$10.2M Hold
66,825
– – 0.68% 38
2024
Q4 		$9.05M Hold
66,825
– – 0.61% 44
2024
Q3 		$9.3M Buy
66,825
+200
+0.3% +$26.9K 0.61% 45
2024
Q2 		$8.17M Buy
66,625
+17,310
+35% +$2.35M 0.57% 43
2024
Q1 		$7.93M Buy
49,315
+6,815
+16% +$1M 0.56% 44
2023
Q4 		$6.25M Buy
+42,500
New +$5.4M 0.48% 53

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

S&CO Inc's MIDD Position: Q2 2026 in Review

S&CO Inc held its Middleby (MIDD) position steady in Q2 2026 at 29,100 shares worth $5M. The position accounts for 0.29% of the portfolio, ranked #70.

S&CO Inc first reported a position in MIDD in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q1 2025. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • S&CO Inc held 29,100 shares of Middleby worth $5M as of Q2 2026.
  • S&CO Inc left its Middleby share count unchanged in Q2 2026.
  • Middleby made up 0.29% of S&CO Inc's portfolio in Q2 2026, its #70 holding.
  • S&CO Inc first reported a position in Middleby in Q4 2023 and has held it in 11 quarters since.
  • S&CO Inc's Middleby position peaked at $10.2M in Q1 2025.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.