YCM
MZTI

Yousif Capital Management’s The Marzetti Company MZTI Stock Holding History

Yousif Capital 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
2026
Q2 		$636K Sell
5,570
-337
-6% -$40.5K 0.01% 1262
2026
Q1 		$817K Sell
5,907
-359
-6% -$57.1K 0.01% 1160
2025
Q4 		$1.06M Sell
6,266
-74
-1% -$12.3K 0.01% 1052
2025
Q3 		$1.1M Sell
6,340
-130
-2% -$23.3K 0.01% 1048
2025
Q2 		$1.12M Sell
6,470
-114
-2% -$19.7K 0.01% 1075
2025
Q1 		$1.15M Sell
6,584
-201
-3% -$36.2K 0.01% 1029
2024
Q4 		$1.17M Sell
6,785
-274
-4% -$50.2K 0.01% 1058
2024
Q3 		$1.25M Sell
7,059
-1,469
-17% -$270K 0.01% 1049
2024
Q2 		$1.61M Sell
8,528
-762
-8% -$145K 0.02% 864
2024
Q1 		$1.93M Sell
9,290
-89
-0.9% -$16.9K 0.02% 826
2023
Q4 		$1.56M Sell
9,379
-300
-3% -$50.4K 0.02% 960
2023
Q3 		$1.6M Sell
9,679
-230
-2% -$41.4K 0.02% 879
2023
Q2 		$1.99M Sell
9,909
-392
-4% -$79.5K 0.02% 782
2023
Q1 		$2.09M Sell
10,301
-105
-1% -$20.4K 0.03% 745
2022
Q4 		$2.05M Buy
10,406
+203
+2% +$38.6K 0.03% 746
2022
Q3 		$1.53M Sell
10,203
-927
-8% -$138K 0.02% 920
2022
Q2 		$1.43M Buy
11,130
+540
+5% +$73.9K 0.02% 1025
2022
Q1 		$1.58M Buy
10,590
+295
+3% +$47.1K 0.02% 1105
2021
Q4 		$1.71M Buy
+10,295
New +$1.69M 0.02% 1096

Other funds holding MZTI

BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Yousif Capital Management's MZTI Position: Q2 2026 in Review

Yousif Capital Management reduced its The Marzetti Company (MZTI) stake by 5.7% in Q2 2026, selling an estimated $40.5K and leaving 5,570 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #1262.

Yousif Capital Management first reported a position in MZTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.09M in Q1 2023. 42 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Yousif Capital Management held 5,570 shares of The Marzetti Company worth $636K as of Q2 2026.
  • Yousif Capital Management sold 337 The Marzetti Company shares in Q2 2026, an estimated $40.5K.
  • The Marzetti Company made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1262 holding.
  • Yousif Capital Management first reported a position in The Marzetti Company in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's The Marzetti Company position peaked at $2.09M in Q1 2023.
  • 42 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.