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Essential Partners’s Columbus McKinnon CMCO Stock Holding History

Essential Partners’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 		$12.8K Sell
849
-1,510
-64% -$22.5K 0.01% 1096
2026
Q1 		$34.3K Sell
2,359
-1,476
-38% -$27.5K 0.01% 713
2025
Q4 		$66.2K Buy
3,835
+1,120
+41% +$18K 0.02% 543
2025
Q3 		$38.9K Buy
2,715
+2,040
+302% +$30.7K 0.01% 667
2025
Q2 		$10.3K Buy
+675
New +$10.3K ﹤0.01% 833

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

Essential Partners's CMCO Position: Q2 2026 in Review

Essential Partners reduced its Columbus McKinnon (CMCO) stake by 64% in Q2 2026, selling an estimated $22.5K and leaving 849 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #1096.

Essential Partners first reported a position in CMCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $66.2K in Q4 2025. 176 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Essential Partners held 849 shares of Columbus McKinnon worth $12.8K as of Q2 2026.
  • Essential Partners sold 1,510 Columbus McKinnon shares in Q2 2026, an estimated $22.5K.
  • Columbus McKinnon made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1096 holding.
  • Essential Partners first reported a position in Columbus McKinnon in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Columbus McKinnon position peaked at $66.2K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.