Caledonia Investments plc (UK)’s Pool Corp POOL Stock Holding History

Caledonia Investments plc (UK)’s Portfolio POOL Stock Details POOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.8M	Hold	175,887	–	–	4.28%	11
2026 Q1	$35.6M	Hold	175,887	–	–	4.16%	12
2025 Q4	$40.2M	Buy	175,887 +15,000	+9%	+$3.9M	4.46%	11
2025 Q3	$49.9M	Buy	160,887 +8,000	+5%	+$2.51M	4.91%	10
2025 Q2	$44.5M	Buy	152,887 +23,500	+18%	+$7.11M	4.38%	11
2025 Q1	$41.2M	Buy	129,387 +7,700	+6%	+$2.61M	4.79%	10
2024 Q4	$41.5M	Hold	121,687	–	–	4.96%	10
2024 Q3	$45.8M	Hold	121,687	–	–	5.03%	9
2024 Q2	$37.4M	Buy	+121,687	New	+$44.1M	4.5%	10

Other funds holding POOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Caledonia Investments plc (UK)'s POOL Position: Q2 2026 in Review

Caledonia Investments plc (UK) held its Pool Corp (POOL) position steady in Q2 2026 at 175,887 shares worth $37.8M. The position accounts for 4.28% of the portfolio, ranked #11.

Caledonia Investments plc (UK) first reported a position in POOL in Q2 2024 and has held it in 9 quarters since. The position peaked at $49.9M in Q3 2025. 615 funds tracked by Wall St. Rank hold POOL as of Q2 2026.

Caledonia Investments plc (UK) held 175,887 shares of Pool Corp worth $37.8M as of Q2 2026.
Caledonia Investments plc (UK) left its Pool Corp share count unchanged in Q2 2026.
Pool Corp made up 4.28% of Caledonia Investments plc (UK)'s portfolio in Q2 2026, its #11 holding.
Caledonia Investments plc (UK) first reported a position in Pool Corp in Q2 2024 and has held it in 9 quarters since.
Caledonia Investments plc (UK)'s Pool Corp position peaked at $49.9M in Q3 2025.
615 funds tracked by Wall St. Rank held Pool Corp as of Q2 2026.

Based on Caledonia Investments plc (UK)'s 13F filing for Q2 2026, filed 17 Jul 2026.