WT
LUCK

Whittier Trust’s Lucky Strike Entertainment LUCK Stock Holding History

Whittier Trust’s Portfolio LUCK Stock Details LUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-160
Closed -$1.49K – 1441
2025
Q4 		$1.49K Hold
160
– – ﹤0.01% 1299
2025
Q3 		$1.69K Hold
160
– – ﹤0.01% 1303
2025
Q2 		$1.46K Hold
160
– – ﹤0.01% 1434
2025
Q1 		$1.56K Sell
160
-86
-35% -$901 ﹤0.01% 1414
2024
Q4 		$2.46K Sell
246
-980
-80% -$11.2K ﹤0.01% 1437
2024
Q3 		$14.4K Hold
1,226
– – ﹤0.01% 1196
2024
Q2 		$17.8K Hold
1,226
– – ﹤0.01% 1116
2024
Q1 		$16.8K Sell
1,226
-1,456
-54% -$18.8K ﹤0.01% 1173
2023
Q4 		$38K Sell
2,682
-355,575
-99% -$3.9M ﹤0.01% 971
2023
Q3 		$3.45M Buy
358,257
+15,096
+4% +$166K 0.06% 223
2023
Q2 		$3.99M Buy
+343,161
New +$4.57M 0.07% 209

Other funds holding LUCK

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BPWM
BCS Private Wealth Management Rumson, New Jersey $329M AUM 20.23% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whittier Trust's LUCK Position: Q1 2026 in Review

Whittier Trust sold out of Lucky Strike Entertainment (LUCK) in Q1 2026, closing a stake of 160 shares — an estimated $1.49K sold.

Whittier Trust first reported a position in LUCK in Q2 2023 and held it in 11 quarters. The position peaked at $3.99M in Q2 2023. 52 funds tracked by Wall St. Rank hold LUCK as of Q1 2026.

  • Whittier Trust reported no remaining Lucky Strike Entertainment position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 160 Lucky Strike Entertainment shares in Q1 2026, an estimated $1.49K.
  • Whittier Trust first reported a position in Lucky Strike Entertainment in Q2 2023 and held it in 11 quarters.
  • Whittier Trust's Lucky Strike Entertainment position peaked at $3.99M in Q2 2023.
  • 52 funds tracked by Wall St. Rank held Lucky Strike Entertainment as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.