Chuck Royce's FC Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 1.04 M shares of Franklin Covey Co. (FC) worth $16.46 M, representing 0.16% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in FC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 794,876 shares. Largest reduction occurred in Q4 2025, reducing 388,988 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Franklin Covey Co (FC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Franklin Covey Co (FC) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +593,711 | Add 132.23% | 1.04 M | $15.79 |
| Q4 2025 | -388,988 | Reduce 46.42% | 448,999 | $16.78 |
| Q3 2025 | -157,229 | Reduce 15.80% | 837,987 | $19.41 |
| Q2 2025 | +59,547 | Add 6.36% | 995,216 | $22.82 |
| Q1 2025 | +794,876 | Add 564.57% | 935,669 | $27.62 |
| Q4 2024 | +126,506 | Add 885.46% | 140,793 | $37.58 |
| Q1 2024 | -25,813 | Reduce 64.37% | 14,287 | $39.26 |
| Q1 2023 | -11,100 | Reduce 21.68% | 40,100 | $38.47 |
| Q4 2022 | +11,100 | Add 27.68% | 51,200 | $46.77 |
| Q2 2018 | -40,800 | Reduce 50.43% | 40,100 | $24.54 |
| Q1 2017 | -34,900 | Reduce 30.14% | 80,900 | $20.20 |
| Q4 2016 | -25,500 | Reduce 18.05% | 115,800 | $20.15 |
| Q1 2016 | -67,100 | Reduce 32.20% | 141,300 | $17.59 |
| Q3 2015 | -25,500 | Reduce 10.90% | 208,400 | $16.06 |
| Q2 2015 | +30,100 | Add 14.77% | 233,900 | $20.29 |
| Q1 2015 | -100,310 | Reduce 32.98% | 203,800 | $19.26 |
| Q4 2014 | -39,190 | Reduce 11.42% | 304,110 | $19.36 |
| Q3 2014 | +133,200 | Add 63.40% | 343,300 | $19.59 |
| Q2 2014 | +7,700 | Add 3.80% | 210,100 | $20.13 |
| Q1 2014 | +52,400 | Add 34.93% | 202,400 | $19.77 |
| Q4 2013 | +150,000 | New Buy | 150,000 | $19.88 |
Chuck Royce's Franklin Covey Co Investment FAQs
Chuck Royce first purchased Franklin Covey Co. (FC) in Q4 2013, acquiring 150,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Franklin Covey Co. (FC) for 50 quarters since Q4 2013.
Chuck Royce's largest addition to Franklin Covey Co. (FC) was in Q1 2025, adding 935,669 shares worth $25.84 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 1,042,710 shares of Franklin Covey Co. (FC), valued at approximately $16.46 M.
As of the Q1 2026 filing, Franklin Covey Co. (FC) represents approximately 0.16% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Franklin Covey Co. (FC) was 1,042,710 shares, as reported at the end of Q1 2026.