Grantham, Mayo, Van Otterloo & Co (GMO)
BCPC

Grantham, Mayo, Van Otterloo & Co (GMO)’s Balchem Corp BCPC Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.7M Buy
217,133
+4,415
+2% +$733K 0.08% 104
2026
Q1 		$36.1M Buy
212,718
+2,874
+1% +$488K 0.09% 99
2025
Q4 		$32.2M Sell
209,844
-145,979
-41% -$22.3M 0.08% 107
2025
Q3 		$53.4M Buy
355,823
+3,325
+0.9% +$524K 0.15% 67
2025
Q2 		$56.1M Buy
352,498
+56,195
+19% +$9.11M 0.17% 60
2025
Q1 		$49.2M Buy
296,303
+92,091
+45% +$15.1M 0.16% 68
2024
Q4 		$33.3M Buy
204,212
+7,855
+4% +$1.36M 0.11% 124
2024
Q3 		$34.6M Buy
196,357
+21,752
+12% +$3.7M 0.11% 134
2024
Q2 		$26.9M Buy
174,605
+8,530
+5% +$1.28M 0.09% 147
2024
Q1 		$25.7M Buy
166,075
+72,989
+78% +$10.8M 0.09% 156
2023
Q4 		$13.8M Sell
93,086
-5,677
-6% -$726K 0.06% 215
2023
Q3 		$12.3M Buy
98,763
+29,265
+42% +$3.89M 0.06% 235
2023
Q2 		$9.37M Hold
69,498
– – 0.04% 263
2023
Q1 		$8.79M Buy
69,498
+31,462
+83% +$4.07M 0.04% 261
2022
Q4 		$4.64M Buy
38,036
+4,423
+13% +$584K 0.02% 350
2022
Q3 		$4.09M Buy
+33,613
New +$4.38M 0.02% 352

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s BCPC Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Balchem Corp (BCPC) stake by 2.1% in Q2 2026, buying an estimated $733K and bringing the position to 217,133 shares worth $36.7M. The position accounts for 0.08% of the portfolio, ranked #104.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in BCPC in Q3 2022 and has held it in 16 quarters since. The position peaked at $56.1M in Q2 2025. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 217,133 shares of Balchem Corp worth $36.7M as of Q2 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 4,415 Balchem Corp shares in Q2 2026, an estimated $733K.
  • Balchem Corp made up 0.08% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #104 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Balchem Corp in Q3 2022 and has held it in 16 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Balchem Corp position peaked at $56.1M in Q2 2025.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.