HCR Wealth Advisors

Position in CDZI — Cadiz Inc

CIK 1697715 LOS ANGELES, CA

Position in CDZI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$367,840

-$309,740 QoQ

Shares Held

88,000

-36.2% QoQ

Ownership

0.104%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#40

of 114 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HCR Wealth Advisors holds $4,782,023 across 3 Utilities - Regulated Water names. CDZI ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	25,569	$3,364,369
2	AWR	American States Water Co	12,705	$1,049,814
3	CDZI	Cadiz Inc This page	88,000	$367,840

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$367,840	88,000	-36.2%	Shares	Sole	2026-07-13
2026-03-31	$677,580	138,000	+69.5%	Shares	Sole	2026-04-21
2025-12-31	$456,855	81,436	+8.8%	Shares	Sole	2026-01-27
2025-09-30	$353,405	74,874	+52.8%	Shares	Sole	2025-10-03
2025-06-30	$146,510	49,000	-92.0%	Shares	Sole	2025-07-17
2025-03-31	$1,792,427	611,750	+15.9%	Shares	Sole	2025-04-21
2024-12-31	$2,745,600	528,000	+15.8%	Shares	Sole	2025-01-14
2024-09-30	$1,381,440	455,921	+24.3%	Shares	Sole	2024-10-10
2024-06-30	$1,133,062	366,687	+347.6%	Shares	Sole	2024-08-07
2024-03-31	$237,570	81,921	+15.1%	Shares	Sole	2024-05-10
2023-12-31	$199,245	71,159	0.0%	Shares	Sole	2024-02-09
2023-09-30	$235,536	71,159	+28.6%	Shares	Sole	2023-10-20
2023-06-30	$224,668	55,337	-42.3%	Shares	Sole	2023-08-10
2023-03-31	$387,638	95,950	0.0%	Shares	Sole	2023-05-12
2022-12-31	$239,875	95,950	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.