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Wasatch Advisors’s BBB Foods TBBB Stock Holding History

Wasatch Advisors’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 		$177M Buy
4,239,474
+139,649
+3% +$5.33M 1.16% 30
2026
Q1 		$145M Buy
4,099,825
+690,544
+20% +$24.2M 0.96% 42
2025
Q4 		$114M Buy
3,409,281
+696,365
+26% +$20.8M 0.68% 54
2025
Q3 		$73.1M Buy
2,712,916
+520,904
+24% +$13.5M 0.39% 71
2025
Q2 		$60.9M Buy
2,192,012
+1,663,338
+315% +$46.8M 0.32% 79
2025
Q1 		$14.1M Buy
+528,674
New +$14.7M 0.08% 143

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors's TBBB Position: Q2 2026 in Review

Wasatch Advisors increased its BBB Foods (TBBB) stake by 3.4% in Q2 2026, buying an estimated $5.33M and bringing the position to 4,239,474 shares worth $177M. The position accounts for 1.16% of the portfolio, ranked #30.

Wasatch Advisors first reported a position in TBBB in Q1 2025 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold TBBB as of Q2 2026.

  • Wasatch Advisors held 4,239,474 shares of BBB Foods worth $177M as of Q2 2026.
  • Wasatch Advisors bought 139,649 BBB Foods shares in Q2 2026, an estimated $5.33M.
  • BBB Foods made up 1.16% of Wasatch Advisors's portfolio in Q2 2026, its #30 holding.
  • Wasatch Advisors first reported a position in BBB Foods in Q1 2025 and has held it in 6 quarters since.
  • 165 funds tracked by Wall St. Rank held BBB Foods as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.