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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
Q2 		– Sell
-7,885
Closed -$201K – 1276
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Coldstream Capital Management's MOS Position: Q2 2026 in Review

Coldstream Capital Management sold out of The Mosaic Company (MOS) in Q2 2026, closing a stake of 7,885 shares — an estimated $201K sold.

Coldstream Capital Management first reported a position in MOS in Q1 2022 and held it in 6 quarters. The position peaked at $2.07M in Q3 2025. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

  • Coldstream Capital Management reported no remaining The Mosaic Company position as of Q2 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 7,885 The Mosaic Company shares in Q2 2026, an estimated $201K.
  • Coldstream Capital Management first reported a position in The Mosaic Company in Q1 2022 and held it in 6 quarters.
  • Coldstream Capital Management's The Mosaic Company position peaked at $2.07M in Q3 2025.
  • 665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.