Position in FC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$208,971
+$23,318 QoQ
Shares Held
8,519
-23.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#62
of 112 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FC Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026MCMORGAN & CO LLC holds $208,971 across 1 Education & Training Services name. FC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FC |
Franklin Covey Co
This page
|
8,519 | $208,971 |
All Filings in FC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,971 | 8,519 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $185,653 | 11,064 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,684,632 | 86,792 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,403,972 | 105,345 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,839,474 | 102,805 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,987,801 | 106,115 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,586,042 | 87,188 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,313,144 | 87,188 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,165,455 | 80,628 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,569,097 | 59,019 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||