CP
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Camelot Portfolios’s Columbus McKinnon CMCO Stock Holding History

Camelot Portfolios’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 		– Sell
-1
Closed -$20 – 261
2025
Q4 		$20 Buy
+1
New +$16 ﹤0.01% 598
2024
Q3 		– Sell
-5,544
Closed -$191K – 220
2024
Q2 		$191K Buy
+5,544
New +$225K 0.11% 182

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Camelot Portfolios's CMCO Position: Q1 2026 in Review

Camelot Portfolios sold out of Columbus McKinnon (CMCO) in Q1 2026, closing a stake of 1 share — an estimated $20 sold.

Camelot Portfolios first reported a position in CMCO in Q2 2024 and held it in 2 quarters. The position peaked at $191K in Q2 2024. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • Camelot Portfolios reported no remaining Columbus McKinnon position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 1 Columbus McKinnon share in Q1 2026, an estimated $20.
  • Camelot Portfolios first reported a position in Columbus McKinnon in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's Columbus McKinnon position peaked at $191K in Q2 2024.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.