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J. Goldman & Co’s Compass Diversified CODI Stock Holding History

J. Goldman & Co’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-47,457
Closed -$518K – 737
2026
Q1 		$373K Sell
47,457
-97,462
-67% -$621K 0.01% 542
2025
Q4 		$696K Buy
+144,919
New +$916K 0.02% 431

Other funds holding CODI

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J. Goldman & Co's CODI Position: Q2 2026 in Review

J. Goldman & Co sold out of Compass Diversified (CODI) in Q2 2026, closing a stake of 47,457 shares — an estimated $518K sold.

J. Goldman & Co first reported a position in CODI in Q4 2025 and held it in 2 quarters. The position peaked at $696K in Q4 2025. 181 funds tracked by Wall St. Rank hold CODI as of Q2 2026.

  • J. Goldman & Co reported no remaining Compass Diversified position as of Q2 2026 after selling out during the quarter.
  • J. Goldman & Co sold 47,457 Compass Diversified shares in Q2 2026, an estimated $518K.
  • J. Goldman & Co first reported a position in Compass Diversified in Q4 2025 and held it in 2 quarters.
  • J. Goldman & Co's Compass Diversified position peaked at $696K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.