Position in FC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$387,500
+$124,834 QoQ
Shares Held
15,797
-5.0% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#48
of 112 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FC Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026CWC Advisors, LLC. holds $1,016,577 across 2 Education & Training Services names. FC ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PXED |
Phoenix Education Partners, Inc.
|
19,150 | $629,077 | |
| 2 | FC |
Franklin Covey Co
This page
|
15,797 | $387,500 |
All Filings in FC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,500 | 15,797 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $262,666 | 16,635 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||