West Oak Capital’s Jack in the Box JACK Stock Holding History

West Oak Capital’s Portfolio JACK Stock Details JACK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$14	Hold	70	–	–	﹤0.01%	246
2025 Q2	$12	Hold	70	–	–	﹤0.01%	272
2025 Q1	$19	Hold	70	–	–	﹤0.01%	272
2024 Q4	$29K	Hold	70	–	–	﹤0.01%	269
2024 Q3	$33	Hold	70	–	–	﹤0.01%	269
2024 Q2	$3.57K	Hold	70	–	–	﹤0.01%	280
2024 Q1	$5K	Hold	70	–	–	﹤0.01%	267
2023 Q4	$5K	Hold	70	–	–	﹤0.01%	268
2023 Q3	$5K	Hold	70	–	–	﹤0.01%	266
2023 Q2	$6.83K	Hold	70	–	–	﹤0.01%	264
2023 Q1	$6.13K	Hold	70	–	–	﹤0.01%	270
2022 Q4	$5K	Hold	70	–	–	﹤0.01%	239
2022 Q3	$5K	Hold	70	–	–	﹤0.01%	273
2022 Q2	$4K	Hold	70	–	–	﹤0.01%	283
2022 Q1	$7K	Hold	70	–	–	﹤0.01%	283
2021 Q4	$6K	Hold	70	–	–	﹤0.01%	297
2021 Q3	$7K	Hold	70	–	–	﹤0.01%	297
2021 Q2	$8K	Hold	70	–	–	﹤0.01%	287
2021 Q1	$8K	Hold	70	–	–	﹤0.01%	282
2020 Q4	$6K	Hold	70	–	–	﹤0.01%	264
2020 Q3	$6K	Hold	70	–	–	﹤0.01%	247
2020 Q2	$5K	Hold	70	–	–	﹤0.01%	254
2020 Q1	$2K	Hold	70	–	–	﹤0.01%	258
2019 Q4	$5K	Hold	70	–	–	﹤0.01%	254
2019 Q3	$6K	Hold	70	–	–	﹤0.01%	257
2019 Q2	$6K	Hold	70	–	–	﹤0.01%	266
2019 Q1	$6K	Hold	70	–	–	﹤0.01%	260
2018 Q4	$5.43K	Hold	70	–	–	﹤0.01%	270
2018 Q3	$5.87K	Hold	70	–	–	﹤0.01%	287
2018 Q2	$5.96K	Hold	70	–	–	﹤0.01%	282
2018 Q1	$5.97K	Hold	70	–	–	﹤0.01%	291
2017 Q4	$6.87K	Hold	70	–	–	﹤0.01%	253
2017 Q3	$7.13K	Hold	70	–	–	﹤0.01%	282
2017 Q2	$6.89K	Hold	70	–	–	﹤0.01%	294
2017 Q1	$7.12K	Hold	70	–	–	﹤0.01%	314
2016 Q4	$7.82K	Hold	70	–	–	0.01%	289
2016 Q3	$6.72K	Hold	70	–	–	﹤0.01%	307
2016 Q2	$6.01K	Hold	70	–	–	﹤0.01%	283
2016 Q1	$4.47K	Hold	70	–	–	﹤0.01%	230
2015 Q4	$5.37K	Hold	70	–	–	﹤0.01%	232
2015 Q3	$5.39K	Hold	70	–	–	﹤0.01%	231
2015 Q2	$6.17K	Hold	70	–	–	﹤0.01%	229
2015 Q1	$6.71K	Hold	70	–	–	﹤0.01%	225
2014 Q4	$5.6K	Hold	70	–	–	﹤0.01%	245
2014 Q3	$4.77K	Hold	70	–	–	﹤0.01%	233
2014 Q2	$4.19K	Hold	70	–	–	﹤0.01%	239
2014 Q1	$4.13K	Hold	70	–	–	﹤0.01%	238
2013 Q4	$3.5K	Hold	70	–	–	﹤0.01%	243
2013 Q3	$2.8K	Hold	70	–	–	﹤0.01%	248
2013 Q2	$2.75K	Buy	+70	New	+$2.57K	﹤0.01%	247

Other funds holding JACK

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Oak Capital's JACK Position: Q3 2025 in Review

West Oak Capital held its Jack in the Box (JACK) position steady in Q3 2025 at 70 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #246.

West Oak Capital first reported a position in JACK in Q2 2013 and has held it in 50 quarters since. The position peaked at $29K in Q4 2024. 162 funds tracked by Wall St. Rank hold JACK as of Q3 2025.

West Oak Capital held 70 shares of Jack in the Box worth $14 as of Q3 2025.
West Oak Capital left its Jack in the Box share count unchanged in Q3 2025.
Jack in the Box made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #246 holding.
West Oak Capital first reported a position in Jack in the Box in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Jack in the Box position peaked at $29K in Q4 2024.
162 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.