CCM
MOS icon

Coldstream Capital Management’s The Mosaic Company MOS Stock Holding History

Coldstream Capital Management’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 		$201K Buy
+7,885
New +$216K ﹤0.01% 1127
2025
Q4 		– Sell
-59,565
Closed -$2.07M – 1215
2025
Q3 		$2.07M Buy
59,565
+3,917
+7% +$135K 0.03% 295
2025
Q2 		$2.03M Buy
55,648
+48,796
+712% +$1.56M 0.03% 278
2025
Q1 		$185K Buy
+6,852
New +$181K ﹤0.01% 1040
2022
Q2 		$247K Sell
5,247
-207
-4% -$12.7K 0.01% 645
2022
Q1 		$363K Buy
+5,454
New +$273K 0.01% 491

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coldstream Capital Management's MOS Position: Q1 2026 in Review

Coldstream Capital Management opened a new position in The Mosaic Company (MOS) in Q1 2026: 7,885 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1127 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in MOS as recently as Q3 2025.

Coldstream Capital Management first reported a position in MOS in Q1 2022 and has held it in 6 quarters since. The position peaked at $2.07M in Q3 2025. 692 funds tracked by Wall St. Rank hold MOS as of Q1 2026.

  • Coldstream Capital Management held 7,885 shares of The Mosaic Company worth $201K as of Q1 2026.
  • The Mosaic Company was a new Coldstream Capital Management position in Q1 2026.
  • The Mosaic Company made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1127 holding.
  • Coldstream Capital Management first reported a position in The Mosaic Company in Q1 2022 and has held it in 6 quarters since.
  • Coldstream Capital Management's The Mosaic Company position peaked at $2.07M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.