Walnut Level Capital’s Mission Produce AVO Stock Holding History

Walnut Level Capital’s Portfolio AVO Stock Details AVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-200,000	Closed	-$2.4M	–	38
2025 Q3	$2.4M	Hold	200,000	–	–	1.44%	20
2025 Q2	$2.34M	Sell	200,000 -300,000	-60%	-$3.25M	1.27%	22
2025 Q1	$5.24M	Buy	500,000 +200,000	+67%	+$2.33M	2.61%	12
2024 Q4	$4.31M	Buy	300,000 +100,000	+50%	+$1.29M	1.64%	18
2024 Q3	$2.56M	Buy	200,000 +100,000	+100%	+$1.11M	1.07%	23
2024 Q2	$988K	Buy	+100,000	New	+$1.14M	0.44%	37
2024 Q1	–	Sell	-200,000	Closed	-$2.02M	–	36
2023 Q4	$2.02M	Buy	+200,000	New	+$1.86M	1.49%	21

Other funds holding AVO

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PWM

Platform Wealth Management Holladay, Utah $273M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Walnut Level Capital's AVO Position: Q2 2026 in Review

Walnut Level Capital sold out of Mission Produce (AVO) in Q2 2026, closing a stake of 15,934 shares — an estimated $219K sold.

Walnut Level Capital first reported a position in AVO in Q1 2024 and held it in 9 quarters. The position peaked at $12.9M in Q3 2025. 170 funds tracked by Wall St. Rank hold AVO as of Q2 2026.

Walnut Level Capital reported no remaining Mission Produce position as of Q2 2026 after selling out during the quarter.
Walnut Level Capital sold 15,934 Mission Produce shares in Q2 2026, an estimated $219K.
Walnut Level Capital first reported a position in Mission Produce in Q1 2024 and held it in 9 quarters.
Walnut Level Capital's Mission Produce position peaked at $12.9M in Q3 2025.
170 funds tracked by Wall St. Rank held Mission Produce as of Q2 2026.

Based on Walnut Level Capital's 13F filing for Q2 2026.