Evergreen Capital Management’s The Mosaic Company MOS Stock Holding History

Evergreen 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	$364K	Buy	17,198 +8,251	+92%	+$191K	0.01%	1090
2026 Q1	$228K	Sell	8,947 -171	-2%	-$4.69K	﹤0.01%	1311
2025 Q4	$220K	Buy	9,118 +1,864	+26%	+$50.2K	﹤0.01%	1249
2025 Q3	$252K	Sell	7,254 -949	-12%	-$32.7K	0.01%	1097
2025 Q2	$299K	Buy	+8,203	New	+$263K	0.01%	806
2024 Q4	–	Sell	-33,344	Closed	-$893K	–	1099
2024 Q3	$893K	Buy	33,344 +8,350	+33%	+$230K	0.03%	344
2024 Q2	$722K	Buy	24,994 +2,939	+13%	+$88.6K	0.03%	369
2024 Q1	$716K	Sell	22,055 -85,528	-79%	-$2.72M	0.03%	351
2023 Q4	$3.84M	Buy	107,583 +93,204	+648%	+$3.29M	0.16%	161
2023 Q3	$512K	Buy	14,379 +859	+6%	+$33K	0.02%	390
2023 Q2	$473K	Buy	13,520 +5,520	+69%	+$213K	0.02%	407
2023 Q1	$367K	Buy	8,000 +627	+9%	+$30.4K	0.02%	448
2022 Q4	$323K	Sell	7,373 -55,630	-88%	-$2.75M	0.02%	463
2022 Q3	$3.04M	Buy	63,003 +869	+1%	+$44.9K	0.16%	160
2022 Q2	$2.93M	Buy	62,134 +57,897	+1,366%	+$3.55M	0.15%	166
2022 Q1	$282K	Sell	4,237 -1,125	-21%	-$56.3K	0.01%	499
2021 Q4	$211K	Buy	+5,362	New	+$205K	0.01%	581
2017 Q3	–	Sell	-92,658	Closed	-$2.12M	–	197
2017 Q2	$2.12M	Buy	92,658 +7,110	+8%	+$175K	0.34%	74
2017 Q1	$2.5M	Sell	85,548 -9,270	-10%	-$286K	0.52%	59
2016 Q4	$2.78M	Buy	94,818 +140	+0.1%	+$3.76K	0.54%	59
2016 Q3	$2.32M	Sell	94,678 -1,547	-2%	-$42.2K	0.46%	62
2016 Q2	$2.52M	Buy	+96,225	New	+$2.55M	0.55%	56
2013 Q3	–	Sell	-41,964	Closed	-$2.26M	–	121
2013 Q2	$2.26M	Buy	+41,964	New	+$2.5M	0.34%	83

Other funds holding MOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Evergreen Capital Management increased its The Mosaic Company (MOS) stake by 92% in Q2 2026, buying an estimated $191K and bringing the position to 17,198 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1090.

Evergreen Capital Management first reported a position in MOS in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.84M in Q4 2023. 665 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Evergreen Capital Management held 17,198 shares of The Mosaic Company worth $364K as of Q2 2026.
Evergreen Capital Management bought 8,251 The Mosaic Company shares in Q2 2026, an estimated $191K.
The Mosaic Company made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1090 holding.
Evergreen Capital Management first reported a position in The Mosaic Company in Q2 2013 and has held it in 23 quarters since.
Evergreen Capital Management's The Mosaic Company position peaked at $3.84M in Q4 2023.
665 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.