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GoalVest Advisory’s Columbus McKinnon CMCO Stock Holding History

GoalVest Advisory’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
2025
Q2 		– Sell
-18,690
Closed -$316K – 391
2025
Q1 		$316K Sell
18,690
-400
-2% -$10.4K 0.09% 95
2024
Q4 		$711K Sell
19,090
-250
-1% -$9.07K 0.2% 78
2024
Q3 		$696K Sell
19,340
-400
-2% -$13.6K 0.2% 74
2024
Q2 		$682K Buy
19,740
+600
+3% +$24.3K 0.22% 71
2024
Q1 		$854K Buy
+19,140
New +$774K 0.28% 63

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

GoalVest Advisory's CMCO Position: Q2 2025 in Review

GoalVest Advisory sold out of Columbus McKinnon (CMCO) in Q2 2025, closing a stake of 18,690 shares — an estimated $316K sold.

GoalVest Advisory first reported a position in CMCO in Q1 2024 and held it in 5 quarters. The position peaked at $854K in Q1 2024. 196 funds tracked by Wall St. Rank hold CMCO as of Q2 2025.

  • GoalVest Advisory reported no remaining Columbus McKinnon position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 18,690 Columbus McKinnon shares in Q2 2025, an estimated $316K.
  • GoalVest Advisory first reported a position in Columbus McKinnon in Q1 2024 and held it in 5 quarters.
  • GoalVest Advisory's Columbus McKinnon position peaked at $854K in Q1 2024.
  • 196 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.