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Toth Financial Advisory’s BBB Foods TBBB Stock Holding History

Toth Financial Advisory’s Portfolio TBBB Stock Details TBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.5K Buy
2,196
+596
+37% +$22.7K 0.01% 306
2026
Q1 		$56.6K Hold
1,600
– – 0.01% 346
2025
Q4 		$53.4K Buy
1,600
+360
+29% +$10.8K 0.01% 345
2025
Q3 		$33.4K Buy
+1,240
New +$32.2K ﹤0.01% 408

Other funds holding TBBB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Toth Financial Advisory's TBBB Position: Q2 2026 in Review

Toth Financial Advisory increased its BBB Foods (TBBB) stake by 37% in Q2 2026, buying an estimated $22.7K and bringing the position to 2,196 shares worth $91.5K. The position accounts for 0.01% of the portfolio, ranked #306.

Toth Financial Advisory first reported a position in TBBB in Q3 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

  • Toth Financial Advisory held 2,196 shares of BBB Foods worth $91.5K as of Q2 2026.
  • Toth Financial Advisory bought 596 BBB Foods shares in Q2 2026, an estimated $22.7K.
  • BBB Foods made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #306 holding.
  • Toth Financial Advisory first reported a position in BBB Foods in Q3 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.