$YCBD

$0.36 +$0.00 (0.61%) Close

$YCBD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 11.2M shares outstanding

Who owns YCBD?

By type of holder

Institutions 8.2% Insiders 17.1% Everyone else 74.7%

Concentration Top 10 holders own 21.8%

Porter Jeffrey H 5.1% · Kennedy Thomas Ronan 4.6%

Institutional ownership

8.2%

-0.2 pts vs last qtr

Institutional holders

+2 vs last qtr

Net shares bought

−23.2K

by institutions in Q2 2026

New / sold out

6 / 4

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Vanguard Capital Management LLC +68.6K
Chicago Partners Investment Group LLC +64.6K

Biggest sellers in Q2 2026

UBS Group AG −143.1K
XTX Topco Ltd −29.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.22M

1 notice from 1 person

Shares covered

986.9K

8.81% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Clark R. Crosnoe, CRC Investment Fund LP, NM 2018 Trust dated April 4, 2018, AMC Legacy Trust dated December 21, 2012 Stockholder $2.22M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2018–FY2025

+2235.8%

+56.85% a year

Each share's claim on the business

−95.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $6.3M

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years36% Under 1 year64%

Quarterly turnover

19.4%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting YCBD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WV Worth Venture Partners, LLC	184.8K	1.65%	Unchanged	Q4 '25	0.3%
Shares held by quarter Peak holding268.3K (Q4'25) Change over 8 quarters+184.8K Share of the company1.650% Worth Venture Partners, LLC's full portfolio →
UG UBS Group AG	21.6K	0.19%	−143.1K (−86.9%)	2025	0.0%
Shares held by quarter Peak holding164.6K (Q1'26) Change over 8 quarters+18.4K Share of the company0.190% UBS Group AG's full portfolio →

Worth Venture Partners, LLC

184.8K

% of company

1.65%

Change vs last qtr

Unchanged

Held since

Q4 '25

UBS Group AG

21.6K

% of company

0.19%

Change vs last qtr

−143.1K (−86.9%)

Held since

2025

27 more super investors behind a free account

See every manager holding cbdMD Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting YCBD on Form N-PORT; together they hold 1.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$80.5K	119.6K	1.07%	0.00%	June 30, 2026
FE Fidelity Extended Market Index Fund Fidelity Concord Street Trust	$550	1.1K	0.01%	0.00%	August 31, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$80.5K

% of company

1.07%

% of the fund

0.00%

As of

June 30, 2026

Fidelity Extended Market Index Fund

Fidelity Concord Street Trust

Position value

$550

% of company

0.01%

% of the fund

0.00%

As of

August 31, 2026

1 more funds behind a free account

See every fund holding cbdMD Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PJ Porter Jeffrey H 5%+ holder 13D · 6.4%	573.5K	5.12%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.120% Disclosed stake13D · 6.4% View the 13D/G filing →
KT Kennedy Thomas Ronan Insider	513.7K	4.58%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.580% Kennedy Thomas Ronan's insider activity →

Porter Jeffrey H

5%+ holder13D · 6.4%

573.5K

% of company

5.12%

Change vs last qtr

—

Held since

—

Kennedy Thomas Ronan

Insider

513.7K

% of company

4.58%

Change vs last qtr

—

Held since

—

6 more holders behind a free account

See every insider and 5%+ holder of cbdMD Inc.

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