WCM Investment Management
MZTI

WCM Investment Management’s The Marzetti Company MZTI Stock Holding History

WCM Investment Management’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-98,329
Closed -$16.9M – 241
2025
Q2 		$16.9M Sell
98,329
-1,145
-1% -$198K 0.04% 113
2025
Q1 		$17.4M Sell
99,474
-6,117
-6% -$1.1M 0.04% 93
2024
Q4 		$18.3M Sell
105,591
-5,916
-5% -$1.08M 0.04% 102
2024
Q3 		$19.9M Buy
111,507
+4,306
+4% +$792K 0.05% 97
2024
Q2 		$20.1M Sell
107,201
-629
-0.6% -$120K 0.05% 94
2024
Q1 		$22.4M Sell
107,830
-6,876
-6% -$1.31M 0.05% 87
2023
Q4 		$19.1M Buy
114,706
+16,496
+17% +$2.77M 0.05% 98
2023
Q3 		$16.2M Buy
98,210
+398
+0.4% +$71.6K 0.05% 94
2023
Q2 		$19.7M Sell
97,812
-28
-0% -$5.68K 0.06% 78
2023
Q1 		$19.8M Sell
97,840
-456
-0.5% -$88.7K 0.06% 73
2022
Q4 		$19.4M Buy
98,296
+2,641
+3% +$502K 0.06% 77
2022
Q3 		$14.5M Buy
95,655
+877
+0.9% +$130K 0.05% 84
2022
Q2 		$12.3M Buy
+94,778
New +$13M 0.04% 102

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

WCM Investment Management's MZTI Position: Q3 2025 in Review

WCM Investment Management sold out of The Marzetti Company (MZTI) in Q3 2025, closing a stake of 98,329 shares — an estimated $16.9M sold.

WCM Investment Management first reported a position in MZTI in Q2 2022 and held it in 13 quarters. The position peaked at $22.4M in Q1 2024. 336 funds tracked by Wall St. Rank hold MZTI as of Q3 2025.

  • WCM Investment Management reported no remaining The Marzetti Company position as of Q3 2025 after selling out during the quarter.
  • WCM Investment Management sold 98,329 The Marzetti Company shares in Q3 2025, an estimated $16.9M.
  • WCM Investment Management first reported a position in The Marzetti Company in Q2 2022 and held it in 13 quarters.
  • WCM Investment Management's The Marzetti Company position peaked at $22.4M in Q1 2024.
  • 336 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2025.

Based on WCM Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.