CCLA Investment Management ABT — Abbott Labs

Ownership history in CCLA Investment Management  ·  18 quarters on record

AI Ownership Summary

CCLA Investment Management reported Abbott Labs (ABT) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 95.2% in 2025 Q2. The latest visible filing shows ABT at 1.70% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ABT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CCLA Investment Management's position in Abbott Labs, 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 Q4

ABT was reported at 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
95.2% 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
2023 Q4 to 2025 Q4

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.

ABT stock page CCLA Investment Management fund profile CCLA Investment Management full holdings
How CCLA Investment Management held ABT — position size vs. price
% of Fund (quarterly)    ABT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.0% -17.6% ✅ 845,716 -94,471 -10.0% 1.70% $105.9M 2026-02-14 (Est.) $111.98
2025 Q3 ADDED — — — 940,187 +66,275 +7.6% 2.01% $125.9M 2025-10-14 $131.19
2025 Q2 ADDED — — — 873,912 +56,674 +6.9% 95.20% $118.81B 2025-08-01 $125.30
2025 Q1 REDUCED 15.1% +3.0% ❌ 817,238 -145,875 -15.1% 1.92% $108.4M 2025-05-09 $130.57
2024 Q4 ADDED — — — 963,113 +106,199 +12.4% 1.73% $109.0M 2025-01-14 $109.67
2024 Q3 UNCHANGED — — — 856,914 — 0% 1.38% $89.6M 2024-11-07 $111.88
2024 Q2 ADDED — — — 856,914 +65,090 +8.2% 1.38% $89.6M 2024-08-12 $104.12
2024 Q1 ADDED — — — 791,824 +6,107 +0.8% 1.38% $90.0M 2024-05-10 $100.63
2023 Q4 ADDED — — — 785,717 +173,439 +28.3% 1.42% $86.7M 2024-02-08 $107.48
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ABT

As of 2026 Q1 — sorted by position size

CURA WEALTH ADVISORS, LLC 10.55% PATRICK M SWEENEY & ASSOCIATES, INC 4.89% COERENTE CAPITAL MANAGEMENT 3Y 4.32% LETSON INVESTMENT MANAGEMENT, INC. 4.29% America First Investment Advisors, LLC 3Y 7Y 4.24% Sugar Maple Asset Management, LLC 4.18% ABSHER WEALTH MANAGEMENT, LLC 3Y 4.01% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 3.96% FLOSSBACH VON STORCH SE 3Y 7Y 3.76% HENDLEY & CO INC 3Y 7Y 3.74%

FAQ About CCLA Investment Management and ABT

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

How long has CCLA Investment Management reported owning ABT?

CCLA Investment Management reported ABT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ABT position in CCLA Investment Management's portfolio?

The largest reported portfolio weight for ABT was 95.20% in 2025 Q2.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2025 Q4, when CCLA Investment Management reported 845,716 shares, equal to 1.70% of portfolio, with an estimated market value of $105.9M.

What does the chart on this ABT ownership page compare?

The chart compares CCLA Investment Management's quarterly ABT 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.

How well did CCLA Investment Management time their ABT position?

Based on 13F filing dates vs. subsequent ABT price moves, CCLA Investment Management correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on ABT relative to SPY over the holding period was -10.5%.

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