As of 31 Dec 2025, 2 institutional investors reported holding 325,475 shares of FIDELITY CAPITAL & INCOME FUND RETAIL CLASS - MUTUAL FUND.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 325,475 | $3,534,659 | +$445 | $10.86 | 2 |
| 2025 Q3 | 2,751 | $29,818 | +$29,818 | $10.84 | 1 |
| 2025 Q2 | 0 | $0 | -$457 | $10.86 | 0 |
| 2024 Q4 | 45 | $457 | -$142,127 | $10.16 | 1 |
| 2024 Q3 | 14,006 | $142,584 | -$552 | $10.18 | 1 |
| 2024 Q2 | 14,062 | $139,774 | -$114,263 | $9.90 | 2 |
| 2024 Q1 | 24,128 | $239,588 | -$83,821,933 | $9.93 | 1 |
| 2023 Q4 | 8,711,811 | $84,068,967 | +$77,487,003 | $9.65 | 3 |
| 2023 Q3 | 712,754 | $6,571,589 | +$6,336,062 | $9.22 | 2 |
| 2023 Q2 | 25,552 | $237,698 | -$4,635 | $9.24 | 2 |
| 2023 Q1 | 26,055 | $240,753 | +$22,539 | $9.24 | 3 |
| 2022 Q4 | 23,616 | $213,012 | +$5,033 | $9.02 | 1 |
| 2022 Q3 | 23,058 | $204,000 | -$289,717 | $8.85 | 1 |
| 2022 Q2 | 55,326 | $497,000 | +$26,893 | $8.98 | 2 |
| 2022 Q1 | 52,332 | $555,000 | +$6,148 | $10.61 | 2 |
| 2021 Q4 | 51,701 | $580,000 | -$32,705 | $11.21 | 3 |
| 2021 Q3 | 54,661 | $619,000 | +$235,427 | $11.32 | 2 |
| 2021 Q2 | 33,825 | $381,000 | +$7,581 | $11.26 | 1 |
| 2021 Q1 | 33,152 | $367,000 | +$2,258 | $11.07 | 1 |
| 2020 Q4 | 32,948 | $353,000 | +$6,385 | $10.71 | 1 |
| 2020 Q3 | 32,352 | $323,000 | +$2,516 | $9.98 | 1 |
| 2020 Q2 | 32,100 | $303,000 | -$6,939 | $9.44 | 1 |
| 2020 Q1 | 32,976 | $276,384 | +$273,384 | $8.37 | 2 |
| 2019 Q4 | 264 | $3,000 | -$64,489 | $11.36 | 1 |
| 2019 Q2 | 5,939 | $59,000 | $9.93 | 1 | |
| 2019 Q1 | 5,939 | $59,000 | -$6,050 | $9.93 | 1 |
| 2018 Q4 | 6,548 | $59,000 | $9.01 | 1 | |
| 2017 Q4 | 0 | $0 | -$332 | $10.86 | 0 |
| 2017 Q3 | 32,421 | $332 | +$332 | $0.01 | 1 |
| 2017 Q2 | 32 | $325 | -$467 | $10.16 | 1 |
| 2017 Q1 | 78 | $785 | -$141,215 | $10.06 | 1 |
| 2016 Q4 | 14,610 | $142,000 | +$1,516 | $9.72 | 1 |
| 2016 Q3 | 14,454 | $139,000 | -$135,712,711 | $9.62 | 1 |
| 2016 Q2 | 40,475 | $135,846,000 | +$52,676,432 | $9.26 | 3 |
| 2016 Q1 | 28,490 | $260,000 | +$28,785 | $9.13 | 3 |
| 2015 Q4 | 34,366 | $82,509,000 | +$82,276,910 | $9.18 | 3 |
| 2015 Q3 | 25,325 | $234,000 | +$2,621 | $9.24 | 3 |
| 2015 Q2 | 24,991 | $245,000 | -$99,050 | $9.80 | 2 |
| 2015 Q1 | 34,990 | $348,000 | +$214,203 | $9.94 | 3 |
| 2014 Q4 | 13,457 | $130,000 | +$3,980 | $9.66 | 1 |
| 2014 Q3 | 13,045 | $130,000 | +$1,236 | $9.97 | 1 |
| 2014 Q2 | 12,921 | $132,000 | +$132,000 | $10.22 | 1 |