CCM
OTIS icon

Cohen Capital Management’s Otis Worldwide OTIS Stock Holding History

Cohen Capital Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.78M Buy
52,862
+785
+2% +$58.6K 0.51% 50
2026
Q1 		$4.01M Buy
52,077
+2,181
+4% +$191K 0.62% 42
2025
Q4 		$4.36M Hold
49,896
– – 0.66% 42
2025
Q3 		$4.56M Buy
49,896
+1,900
+4% +$172K 0.71% 41
2025
Q2 		$4.75M Hold
47,996
– – 0.77% 41
2025
Q1 		$4.95M Hold
47,996
– – 0.85% 35
2024
Q4 		$4.44M Hold
47,996
– – 0.74% 39
2024
Q3 		$4.99M Buy
47,996
+310
+0.7% +$29.5K 0.81% 33
2024
Q2 		$4.59M Hold
47,686
– – 0.79% 35
2024
Q1 		$4.73M Buy
47,686
+292
+0.6% +$27K 0.83% 33
2023
Q4 		$4.24M Hold
47,394
– – 0.81% 33
2023
Q3 		$3.81M Hold
47,394
– – 0.78% 36
2023
Q2 		$4.22M Hold
47,394
– – 0.82% 34
2023
Q1 		$4M Sell
47,394
-251
-0.5% -$20.8K 0.81% 36
2022
Q4 		$3.73M Hold
47,645
– – 0.76% 35
2022
Q3 		$3.04M Hold
47,645
– – 0.67% 37
2022
Q2 		$3.37M Hold
47,645
– – 0.69% 43
2022
Q1 		$3.67M Hold
47,645
– – 0.64% 43
2021
Q4 		$4.15M Hold
47,645
– – 0.68% 46
2021
Q3 		$3.92M Hold
47,645
– – 0.68% 50
2021
Q2 		$3.9M Sell
47,645
-8
-0% -$616 0.66% 51
2021
Q1 		$3.26M Buy
47,653
+15,600
+49% +$1.02M 0.6% 57
2020
Q4 		$2.17M Sell
32,053
-1,189
-4% -$77.1K 0.43% 69
2020
Q3 		$2.08M Hold
33,242
– – 0.47% 68
2020
Q2 		$1.89M Buy
+33,242
New +$1.72M 0.46% 62

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cohen Capital Management's OTIS Position: Q2 2026 in Review

Cohen Capital Management increased its Otis Worldwide (OTIS) stake by 1.5% in Q2 2026, buying an estimated $58.6K and bringing the position to 52,862 shares worth $3.78M. The position accounts for 0.51% of the portfolio, ranked #50.

Cohen Capital Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.99M in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Cohen Capital Management held 52,862 shares of Otis Worldwide worth $3.78M as of Q2 2026.
  • Cohen Capital Management bought 785 Otis Worldwide shares in Q2 2026, an estimated $58.6K.
  • Otis Worldwide made up 0.51% of Cohen Capital Management's portfolio in Q2 2026, its #50 holding.
  • Cohen Capital Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Cohen Capital Management's Otis Worldwide position peaked at $4.99M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Cohen Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.