Creative Planning’s Columbus McKinnon CMCO Stock Holding History

Creative Planning’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 Q1	$1.99M	Sell	137,220 -10,773	-7%	-$201K	﹤0.01%	1892
2025 Q4	$2.55M	Buy	147,993 +68,576	+86%	+$1.1M	﹤0.01%	1515
2025 Q3	$1.14M	Buy	79,417 +14,938	+23%	+$225K	﹤0.01%	1995
2025 Q2	$985K	Sell	64,479 -15,862	-20%	-$242K	﹤0.01%	1855
2025 Q1	$1.36M	Buy	80,341 +65,402	+438%	+$1.7M	﹤0.01%	1471
2024 Q4	$556K	Buy	14,939 +4,690	+46%	+$170K	﹤0.01%	2126
2024 Q3	$369K	Buy	+10,249	New	+$348K	﹤0.01%	2357

Other funds holding CMCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Creative Planning's CMCO Position: Q1 2026 in Review

Creative Planning reduced its Columbus McKinnon (CMCO) stake by 7.3% in Q1 2026, selling an estimated $201K and leaving 137,220 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Creative Planning first reported a position in CMCO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q4 2025. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

Creative Planning held 137,220 shares of Columbus McKinnon worth $1.99M as of Q1 2026.
Creative Planning sold 10,773 Columbus McKinnon shares in Q1 2026, an estimated $201K.
Columbus McKinnon made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1892 holding.
Creative Planning first reported a position in Columbus McKinnon in Q3 2024 and has held it in 7 quarters since.
Creative Planning's Columbus McKinnon position peaked at $2.55M in Q4 2025.
199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.