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Bernzott Capital Advisors’s Columbus McKinnon CMCO Stock Holding History

Bernzott Capital Advisors’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
Q2 		$6.01M Sell
397,294
-56,558
-12% -$842K 2.41% 15
2026
Q1 		$6.59M Sell
453,852
-86,955
-16% -$1.62M 3.16% 14
2025
Q4 		$9.33M Buy
540,807
+245,222
+83% +$3.93M 4.44% 2
2025
Q3 		$4.24M Sell
295,585
-132,497
-31% -$1.99M 2% 29
2025
Q2 		$6.54M Buy
428,082
+8,412
+2% +$129K 3.34% 11
2025
Q1 		$7.11M Buy
419,670
+318,537
+315% +$8.27M 3.5% 9
2024
Q4 		$3.77M Buy
+101,133
New +$3.67M 1.86% 32

Other funds holding CMCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Bernzott Capital Advisors's CMCO Position: Q2 2026 in Review

Bernzott Capital Advisors reduced its Columbus McKinnon (CMCO) stake by 12% in Q2 2026, selling an estimated $842K and leaving 397,294 shares worth $6.01M. The position accounts for 2.41% of the portfolio, ranked #15.

Bernzott Capital Advisors first reported a position in CMCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.33M in Q4 2025. 176 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Bernzott Capital Advisors held 397,294 shares of Columbus McKinnon worth $6.01M as of Q2 2026.
  • Bernzott Capital Advisors sold 56,558 Columbus McKinnon shares in Q2 2026, an estimated $842K.
  • Columbus McKinnon made up 2.41% of Bernzott Capital Advisors's portfolio in Q2 2026, its #15 holding.
  • Bernzott Capital Advisors first reported a position in Columbus McKinnon in Q4 2024 and has held it in 7 quarters since.
  • Bernzott Capital Advisors's Columbus McKinnon position peaked at $9.33M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Bernzott Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.