Costello Asset Management, INC AVO — MISSION PRODUCE INC

Ownership history in Costello Asset Management, INC  ·  6 quarters on record

AI Ownership Summary

Costello Asset Management, INC reported MISSION PRODUCE INC (AVO) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q3. The latest visible filing shows AVO 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 AVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Costello Asset Management, INC's position in MISSION PRODUCE INC, 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
2026 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 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 Costello Asset Management, INC held AVO — position size vs. price
% of Fund (quarterly)    AVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 733 — 0% 0.00% $10K 2026-10-30 $11.50
2026 Q1 ADDED — — — 733 +25 +3.5% 0.00% $10K 2026-04-30 $13.86
2025 Q4 UNCHANGED — — — 708 — 0% 0.00% $8K 2026-02-03 $13.52
2025 Q3 REDUCED 12.4% -3.6% ✅ 708 -100 -12.4% 0.00% $9K 2025-11-06 $12.07
2025 Q2 REDUCED — — — 808 -39 -4.6% 0.00% $9K 2025-07-24 $12.16
2025 Q1 INITIATED — — — 847 — — 0.00% $9K 2025-05-09 $10.38

FAQ About Costello Asset Management, INC and AVO

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

How long has Costello Asset Management, INC reported owning AVO?

Costello Asset Management, INC reported AVO across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported AVO position in Costello Asset Management, INC's portfolio?

The largest reported portfolio weight for AVO was 0.00% in 2025 Q1.

What is the latest reported AVO position on this page?

The most recent filing on this page is 2026 Q3, when Costello Asset Management, INC reported 733 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this AVO ownership page compare?

The chart compares Costello Asset Management, INC's quarterly AVO 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 Costello Asset Management, INC time their AVO position?

Based on 13F filing dates vs. subsequent AVO price moves, Costello Asset Management, INC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AVO relative to SPY over the holding period was -14.1%.

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