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Caprock Group’s Columbus McKinnon CMCO Stock Holding History

Caprock Group’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 		$298K Buy
19,687
+2,046
+12% +$30.5K 0.01% 1038
2026
Q1 		$256K Buy
17,641
+345
+2% +$6.43K 0.01% 974
2025
Q4 		$298K Buy
+17,296
New +$277K 0.01% 1000

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

Caprock Group's CMCO Position: Q2 2026 in Review

Caprock Group increased its Columbus McKinnon (CMCO) stake by 12% in Q2 2026, buying an estimated $30.5K and bringing the position to 19,687 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1038.

Caprock Group first reported a position in CMCO in Q4 2025 and has held it in 3 quarters since. The position peaked at $298K in Q4 2025. 176 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Caprock Group held 19,687 shares of Columbus McKinnon worth $298K as of Q2 2026.
  • Caprock Group bought 2,046 Columbus McKinnon shares in Q2 2026, an estimated $30.5K.
  • Columbus McKinnon made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1038 holding.
  • Caprock Group first reported a position in Columbus McKinnon in Q4 2025 and has held it in 3 quarters since.
  • Caprock Group's Columbus McKinnon position peaked at $298K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.