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	$3.57M	Buy	+335,000	New	+$3.66M	0.09%	256

Other funds holding CODI

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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.