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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Bernzott Capital Advisors's CMCO Position: Q1 2026 in Review

Bernzott Capital Advisors reduced its Columbus McKinnon (CMCO) stake by 16% in Q1 2026, selling an estimated $1.62M and leaving 453,852 shares worth $6.59M. The position accounts for 3.16% of the portfolio, ranked #14.

Bernzott Capital Advisors first reported a position in CMCO in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.33M in Q4 2025. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

Bernzott Capital Advisors held 453,852 shares of Columbus McKinnon worth $6.59M as of Q1 2026.
Bernzott Capital Advisors sold 86,955 Columbus McKinnon shares in Q1 2026, an estimated $1.62M.
Columbus McKinnon made up 3.16% of Bernzott Capital Advisors's portfolio in Q1 2026, its #14 holding.
Bernzott Capital Advisors first reported a position in Columbus McKinnon in Q4 2024 and has held it in 6 quarters since.
Bernzott Capital Advisors's Columbus McKinnon position peaked at $9.33M in Q4 2025.
199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Bernzott Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.