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Covestor’s Columbus McKinnon CMCO Stock Holding History

Covestor’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 		$155K Buy
10,270
+1,329
+15% +$19.8K 0.09% 186
2026
Q1 		$130K Buy
8,941
+8,936
+178,720% +$167K 0.09% 191
2025
Q4 		$0 Hold
5
– – ﹤0.01% 2315
2025
Q3 		$0 Sell
5
-66
-93% -$993 ﹤0.01% 2335
2025
Q2 		$1K Buy
71
+60
+545% +$917 ﹤0.01% 1954
2025
Q1 		$0 Sell
11
-14
-56% -$364 ﹤0.01% 2279
2024
Q4 		$1K Buy
25
+10
+67% +$363 ﹤0.01% 2005
2024
Q3 		$1K Buy
15
+12
+400% +$407 ﹤0.01% 1922
2024
Q2 		$0 Hold
3
– – ﹤0.01% 2289
2024
Q1 		$0 Hold
3
– – ﹤0.01% 2289
2023
Q4 		$0 Hold
3
– – ﹤0.01% 2195
2023
Q3 		$0 Sell
3
-1
-25% -$38 ﹤0.01% 2167
2023
Q2 		$0 Hold
4
– – ﹤0.01% 2180
2023
Q1 		$0 Sell
4
-77
-95% -$2.79K ﹤0.01% 2077
2022
Q4 		$3K Buy
81
+75
+1,250% +$2.22K ﹤0.01% 1679
2022
Q3 		$0 Sell
6
-1
-14% -$30 ﹤0.01% 2054
2022
Q2 		$0 Sell
7
-2
-22% -$69 ﹤0.01% 1964
2022
Q1 		$0 Hold
9
– – ﹤0.01% 2144
2021
Q4 		$0 Buy
+9
New +$434 ﹤0.01% 2137

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

Covestor's CMCO Position: Q2 2026 in Review

Covestor increased its Columbus McKinnon (CMCO) stake by 15% in Q2 2026, buying an estimated $19.8K and bringing the position to 10,270 shares worth $155K. The position accounts for 0.09% of the portfolio, ranked #186.

Covestor first reported a position in CMCO in Q4 2021 and has held it in 19 quarters since. 176 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Covestor held 10,270 shares of Columbus McKinnon worth $155K as of Q2 2026.
  • Covestor bought 1,329 Columbus McKinnon shares in Q2 2026, an estimated $19.8K.
  • Columbus McKinnon made up 0.09% of Covestor's portfolio in Q2 2026, its #186 holding.
  • Covestor first reported a position in Columbus McKinnon in Q4 2021 and has held it in 19 quarters since.
  • 176 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.