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High Note Wealth’s Columbus McKinnon CMCO Stock Holding History

High Note Wealth’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 		$42.7K Hold
2,819
– – 0.01% 215
2026
Q1 		$41K Hold
2,819
– – 0.01% 208
2025
Q4 		$48.6K Hold
2,819
– – 0.01% 188
2025
Q3 		$40.4K Hold
2,819
– – 0.01% 194
2025
Q2 		$43K Hold
2,819
– – 0.01% 184
2025
Q1 		$47.7K Buy
+2,819
New +$73.2K 0.01% 175

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

High Note Wealth's CMCO Position: Q2 2026 in Review

High Note Wealth held its Columbus McKinnon (CMCO) position steady in Q2 2026 at 2,819 shares worth $42.7K. The position accounts for 0.01% of the portfolio, ranked #215.

High Note Wealth first reported a position in CMCO in Q1 2025 and has held it in 6 quarters since. The position peaked at $48.6K in Q4 2025. 176 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • High Note Wealth held 2,819 shares of Columbus McKinnon worth $42.7K as of Q2 2026.
  • High Note Wealth left its Columbus McKinnon share count unchanged in Q2 2026.
  • Columbus McKinnon made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #215 holding.
  • High Note Wealth first reported a position in Columbus McKinnon in Q1 2025 and has held it in 6 quarters since.
  • High Note Wealth's Columbus McKinnon position peaked at $48.6K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.