CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Columbus McKinnon CMCO Stock Holding History

CAPTRUST Financial 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
Q2 		– Sell
-11,293
Closed -$164K – 3301
2026
Q1 		$164K Buy
11,293
+903
+9% +$16.8K ﹤0.01% 2730
2025
Q4 		$179K Buy
+10,390
New +$167K ﹤0.01% 2541
2022
Q3 		– Sell
-1,177
Closed -$33K – 2428
2022
Q2 		$33K Sell
1,177
-733
-38% -$25.2K ﹤0.01% 3046
2022
Q1 		$81K Sell
1,910
-275
-13% -$12.4K ﹤0.01% 2425
2021
Q4 		$101K Buy
2,185
+398
+22% +$19.2K ﹤0.01% 2157
2021
Q3 		$86K Buy
1,787
+28
+2% +$1.27K ﹤0.01% 2192
2021
Q2 		$85K Sell
1,759
-3,093
-64% -$158K ﹤0.01% 2143
2021
Q1 		$256K Sell
4,852
-358
-7% -$17.1K ﹤0.01% 1314
2020
Q4 		$200K Buy
5,210
+310
+6% +$11.7K ﹤0.01% 1183
2020
Q3 		$164K Hold
4,900
– – ﹤0.01% 1122
2020
Q2 		$160K Sell
4,900
-947
-16% -$26.1K ﹤0.01% 1136
2020
Q1 		$125K Hold
5,847
– – ﹤0.01% 1034
2019
Q4 		$230K Buy
+5,847
New +$226K ﹤0.01% 935

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

CAPTRUST Financial Advisors's CMCO Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Columbus McKinnon (CMCO) in Q2 2026, closing a stake of 11,293 shares — an estimated $164K sold.

CAPTRUST Financial Advisors first reported a position in CMCO in Q4 2019 and held it in 13 quarters. The position peaked at $256K in Q1 2021. 175 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Columbus McKinnon position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 11,293 Columbus McKinnon shares in Q2 2026, an estimated $164K.
  • CAPTRUST Financial Advisors first reported a position in Columbus McKinnon in Q4 2019 and held it in 13 quarters.
  • CAPTRUST Financial Advisors's Columbus McKinnon position peaked at $256K in Q1 2021.
  • 175 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.