LANC β€” LANCASTER COLONY CORP

Ownership history in Capital Advisors, Ltd. LLC  Β·  2 quarters on record

AI Ownership Summary

Capital Advisors, Ltd. LLC reported LANCASTER COLONY CORP (LANC) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows LANC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LANC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Advisors, Ltd. LLC's position in LANCASTER COLONY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LANC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Capital Advisors, Ltd. LLC held LANC β€” position size vs. price
% of Fund (quarterly)    LANC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 6 +3 +100.0% 0.00% $1K 2025-10-16 β€”
2025 Q2 INITIATED 3 β€” β€” 0.00% $1K 2025-07-24 β€”

FAQ About Capital Advisors, Ltd. LLC and LANC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Advisors, Ltd. LLC reported owning LANC?

Capital Advisors, Ltd. LLC reported LANC across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported LANC position in Capital Advisors, Ltd. LLC's portfolio?

The largest reported portfolio weight for LANC was 0.00% in 2025 Q2.

What is the latest reported LANC position on this page?

The most recent filing on this page is 2025 Q3, when Capital Advisors, Ltd. LLC reported 6 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this LANC ownership page compare?

The chart compares Capital Advisors, Ltd. LLC's quarterly LANC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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