McIlrath & Eck, LLC OAKIX β€” OAKMARK INTERNATIONAL FUND INVESTOR CLASS

Ownership history in McIlrath & Eck, LLC  Β·  1 quarter on record

AI Ownership Summary

McIlrath & Eck, LLC reported OAKMARK INTERNATIONAL FUND INVESTOR CLASS (OAKIX) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows OAKIX 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 OAKIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McIlrath & Eck, LLC's position in OAKMARK INTERNATIONAL FUND INVESTOR CLASS, 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 McIlrath & Eck, LLC held OAKIX β€” position size vs. price
% of Fund (quarterly)    OAKIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 44 β€” β€” 0.00% $1K 2026-05-19 $32.10

🏒 Other funds also holding OAKIX

As of 2026 Q1 β€” sorted by position size

Dempze Nancy E 3Y 7Y 0.24%

FAQ About McIlrath & Eck, LLC and OAKIX

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

How long has McIlrath & Eck, LLC reported owning OAKIX?

McIlrath & Eck, LLC reported OAKIX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported OAKIX position in McIlrath & Eck, LLC's portfolio?

The largest reported portfolio weight for OAKIX was 0.00% in 2026 Q1.

What is the latest reported OAKIX position on this page?

The most recent filing on this page is 2026 Q1, when McIlrath & Eck, LLC reported 44 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this OAKIX ownership page compare?

The chart compares McIlrath & Eck, LLC's quarterly OAKIX 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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