Position in M
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,766
+$410 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 484 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in M Over Time
Shares Held
Position Value (USD)
Position in Department Stores
Consumer Cyclical · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $2,457 across 2 Department Stores names. M ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | M |
Macy's, Inc.
This page
|
75 | $1,766 | |
| 2 | KSS |
KOHLS Corp
|
39 | $691 |
All Filings in M
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,766 | 75 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,356 | 75 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||