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Johnson Investment Counsel’s CF Industries CF Stock Holding History

Johnson Investment Counsel’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$572K Buy
5,284
+95
+2% +$11.2K ﹤0.01% 573
2026
Q1 		$674K Buy
5,189
+220
+4% +$22.4K 0.01% 514
2025
Q4 		$384K Hold
4,969
– – ﹤0.01% 617
2025
Q3 		$446K Buy
4,969
+700
+16% +$62.4K ﹤0.01% 608
2025
Q2 		$393K Buy
4,269
+9
+0.2% +$767 ﹤0.01% 611
2025
Q1 		$333K Buy
+4,260
New +$357K ﹤0.01% 617
2024
Q2 		– Sell
-5,400
Closed -$449K – 771
2024
Q1 		$449K Hold
5,400
– – ﹤0.01% 525
2023
Q4 		$429K Hold
5,400
– – 0.01% 515
2023
Q3 		$463K Hold
5,400
– – 0.01% 475
2023
Q2 		$375K Sell
5,400
-1,092
-17% -$76.2K ﹤0.01% 527
2023
Q1 		$471K Buy
6,492
+1,092
+20% +$89.3K 0.01% 472
2022
Q4 		$460K Sell
5,400
-10
-0.2% -$1.01K 0.01% 469
2022
Q3 		$521K Buy
5,410
+10
+0.2% +$976 0.01% 432
2022
Q2 		$463K Hold
5,400
– – 0.01% 462
2022
Q1 		$557K Buy
+5,400
New +$436K 0.01% 447

Other funds holding CF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Johnson Investment Counsel's CF Position: Q2 2026 in Review

Johnson Investment Counsel increased its CF Industries (CF) stake by 1.8% in Q2 2026, buying an estimated $11.2K and bringing the position to 5,284 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Johnson Investment Counsel first reported a position in CF in Q1 2022 and has held it in 15 quarters since. The position peaked at $674K in Q1 2026. 967 funds tracked by Wall St. Rank hold CF as of Q2 2026.

  • Johnson Investment Counsel held 5,284 shares of CF Industries worth $572K as of Q2 2026.
  • Johnson Investment Counsel bought 95 CF Industries shares in Q2 2026, an estimated $11.2K.
  • CF Industries made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #573 holding.
  • Johnson Investment Counsel first reported a position in CF Industries in Q1 2022 and has held it in 15 quarters since.
  • Johnson Investment Counsel's CF Industries position peaked at $674K in Q1 2026.
  • 967 funds tracked by Wall St. Rank held CF Industries as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.