Orca Wealth Management, LLC MGDDY — MICHELIN (CGDE) UNSP ADR

Ownership history in Orca Wealth Management, LLC  ·  1 quarter on record

AI Ownership Summary

Orca Wealth Management, LLC reported MICHELIN (CGDE) UNSP ADR (MGDDY) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 2.11% in 2026 Q3. The latest visible filing shows MGDDY at 2.11% 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 MGDDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Orca Wealth Management, LLC's position in MICHELIN (CGDE) UNSP ADR, 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

MGDDY was reported at 2.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.11% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 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 Orca Wealth Management, LLC held MGDDY — position size vs. price
% of Fund (quarterly)    MGDDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 186,529 — — 2.11% $3.5M 2026-10-14 $18.83

🏢 Other funds also holding MGDDY

As of 2026 Q3 — sorted by position size

GAMMA Investing LLC 0.0%

FAQ About Orca Wealth Management, LLC and MGDDY

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

How long has Orca Wealth Management, LLC reported owning MGDDY?

Orca Wealth Management, LLC reported MGDDY across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported MGDDY position in Orca Wealth Management, LLC's portfolio?

The largest reported portfolio weight for MGDDY was 2.11% in 2026 Q3.

What is the latest reported MGDDY position on this page?

The most recent filing on this page is 2026 Q3, when Orca Wealth Management, LLC reported 186,529 shares, equal to 2.11% of portfolio, with an estimated market value of $3.5M.

What does the chart on this MGDDY ownership page compare?

The chart compares Orca Wealth Management, LLC's quarterly MGDDY 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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