Bailard
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Bailard’s Columbus McKinnon CMCO Stock Holding History

Bailard’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$309K Buy
+19,400
New +$327K 0.01% 613
2024
Q1 		– Sell
-6,600
Closed -$258K – 748
2023
Q4 		$258K Buy
+6,600
New +$232K 0.01% 588
2019
Q1 		– Sell
-9,500
Closed -$286K – 548
2018
Q4 		$286K Sell
9,500
-1,800
-16% -$61.1K 0.02% 428
2018
Q3 		$447K Buy
+11,300
New +$472K 0.03% 400

Other funds holding CMCO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Bailard's CMCO Position: Q3 2026 in Review

Bailard opened a new position in Columbus McKinnon (CMCO) in Q3 2026: 19,400 shares worth $309K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: Bailard previously reported a position in CMCO as recently as Q4 2023.

Bailard first reported a position in CMCO in Q3 2018 and has held it in 4 quarters since. The position peaked at $447K in Q3 2018. 9 funds tracked by Wall St. Rank hold CMCO as of Q3 2026.

  • Bailard held 19,400 shares of Columbus McKinnon worth $309K as of Q3 2026.
  • Columbus McKinnon was a new Bailard position in Q3 2026.
  • Columbus McKinnon made up 0.01% of Bailard's portfolio in Q3 2026, its #613 holding.
  • Bailard first reported a position in Columbus McKinnon in Q3 2018 and has held it in 4 quarters since.
  • Bailard's Columbus McKinnon position peaked at $447K in Q3 2018.
  • 9 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.