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 Q2	$1.54M	Sell	102,063 -35,157	-26%	-$524K	﹤0.01%	2303
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 $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 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 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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Creative Planning's CMCO Position: Q2 2026 in Review

Creative Planning reduced its Columbus McKinnon (CMCO) stake by 26% in Q2 2026, selling an estimated $524K and leaving 102,063 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Creative Planning first reported a position in CMCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.55M in Q4 2025. 176 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

Creative Planning held 102,063 shares of Columbus McKinnon worth $1.54M as of Q2 2026.
Creative Planning sold 35,157 Columbus McKinnon shares in Q2 2026, an estimated $524K.
Columbus McKinnon made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2303 holding.
Creative Planning first reported a position in Columbus McKinnon in Q3 2024 and has held it in 8 quarters since.
Creative Planning's Columbus McKinnon position peaked at $2.55M in Q4 2025.
176 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.