Capital Fund Management (CFM)’s The Mosaic Company MOS Stock Holding History

Capital Fund Management (CFM)’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Sell	56,300 -88,100	-61%	-$2.42M	0.01%	1521
2025 Q4	$3.48M	Buy	144,400 +26,100	+22%	+$703K	0.01%	1394
2025 Q3	$4.1M	Buy	118,300 +5,300	+5%	+$183K	0.01%	1361
2025 Q2	$4.12M	Buy	113,000 +23,900	+27%	+$766K	0.01%	1268
2025 Q1	$2.41M	Sell	89,100 -203,200	-70%	-$5.37M	0.01%	1335
2024 Q4	$7.18M	Sell	292,300 -205,200	-41%	-$5.37M	0.02%	909
2024 Q3	$13.3M	Sell	497,500 -383,500	-44%	-$10.6M	0.04%	614
2024 Q2	$25.5M	Buy	881,000 +149,900	+21%	+$4.52M	0.07%	342
2024 Q1	$23.7M	Buy	731,100 +55,300	+8%	+$1.76M	0.07%	371
2023 Q4	$24.1M	Sell	675,800 -226,400	-25%	-$8M	0.06%	392
2023 Q3	$32.1M	Buy	902,200 +284,000	+46%	+$10.9M	0.11%	237
2023 Q2	$21.6M	Buy	618,200 +276,900	+81%	+$10.7M	0.09%	308
2023 Q1	$15.7M	Buy	341,300 +288,100	+542%	+$14M	0.07%	356
2022 Q4	$2.33M	Sell	53,200 -115,600	-68%	-$5.72M	0.02%	886
2022 Q3	$8.16M	Buy	168,800 +9,200	+6%	+$475K	0.06%	383
2022 Q2	$7.54M	Buy	159,600 +135,200	+554%	+$8.28M	0.07%	397
2022 Q1	$1.62M	Sell	24,400 -38,400	-61%	-$1.92M	0.01%	1027
2021 Q4	$2.47M	Sell	62,800 -11,900	-16%	-$456K	0.02%	947
2021 Q3	$2.67M	Sell	74,700 -17,600	-19%	-$563K	0.02%	808
2021 Q2	$2.95M	Sell	92,300 -1,700	-2%	-$57.7K	0.02%	787
2021 Q1	$2.97M	Buy	+94,000	New	+$2.77M	0.03%	604
2020 Q1	–	Sell	-25,200	Closed	-$545K	–	1862
2019 Q4	$545K	Buy	25,200 +10,000	+66%	+$198K	﹤0.01%	1350
2019 Q3	$312K	Sell	15,200 -700	-4%	-$15.2K	﹤0.01%	1417
2019 Q2	$398K	Buy	+15,900	New	+$388K	﹤0.01%	1284
2019 Q1	–	Sell	-14,200	Closed	-$415K	–	1946
2018 Q4	$415K	Sell	14,200 -17,700	-55%	-$582K	﹤0.01%	1466
2018 Q3	$1.04M	Buy	31,900 +4,400	+16%	+$133K	0.01%	1359
2018 Q2	$771K	Sell	27,500 -20,100	-42%	-$546K	﹤0.01%	1435
2018 Q1	$1.16M	Sell	47,600 -574,200	-92%	-$15.1M	0.01%	1189
2017 Q4	$16M	Sell	621,800 -729,900	-54%	-$16.8M	0.09%	277
2017 Q3	$29.2M	Buy	1,351,700 +189,700	+16%	+$4.11M	0.21%	141
2017 Q2	$26.5M	Sell	1,162,000 -66,000	-5%	-$1.62M	0.21%	134
2017 Q1	$35.8M	Buy	1,228,000 +972,800	+381%	+$30M	0.3%	84
2016 Q4	$7.49M	Buy	255,200 +138,800	+119%	+$3.72M	0.06%	375
2016 Q3	$2.85M	Sell	116,400 -135,100	-54%	-$3.68M	0.03%	638
2016 Q2	$6.58M	Sell	251,500 -310,000	-55%	-$8.23M	0.06%	354
2016 Q1	$15.2M	Buy	561,500 +389,900	+227%	+$10.2M	0.15%	183
2015 Q4	$4.73M	Buy	171,600 +160,000	+1,379%	+$5.11M	0.05%	456
2015 Q3	$361K	Buy	+11,600	New	+$479K	﹤0.01%	1161
2014 Q4	–	Sell	-7,400	Closed	-$329K	–	1728
2014 Q3	$329K	Buy	7,400 +700	+10%	+$32.9K	﹤0.01%	1292
2014 Q2	$331K	Sell	6,700 -12,200	-65%	-$601K	﹤0.01%	1390
2014 Q1	$945K	Sell	18,900 -234,900	-93%	-$11.2M	0.01%	979
2013 Q4	$12M	Sell	253,800 -25,600	-9%	-$1.19M	0.15%	155
2013 Q3	$12M	Buy	+279,400	New	+$13M	0.17%	152

Other funds holding MOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Fund Management (CFM)'s MOS Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its The Mosaic Company (MOS) stake by 3.9% in Q1 2026, selling an estimated $365K and leaving 325,938 shares worth $8.31M. The position accounts for 0.04% of the portfolio, ranked #638.

Capital Fund Management (CFM) first reported a position in MOS in Q2 2013 and has held it in 24 quarters since. The position peaked at $26.1M in Q2 2013. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

Capital Fund Management (CFM) held 325,938 shares of The Mosaic Company worth $8.31M as of Q1 2026.
Capital Fund Management (CFM) sold 13,309 The Mosaic Company shares in Q1 2026, an estimated $365K.
The Mosaic Company made up 0.04% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #638 holding.
Capital Fund Management (CFM) first reported a position in The Mosaic Company in Q2 2013 and has held it in 24 quarters since.
Capital Fund Management (CFM)'s The Mosaic Company position peaked at $26.1M in Q2 2013.
692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.