KCPG
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Kavar Capital Partners Group’s Cummins CMI Stock Holding History

Kavar Capital Partners Group’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$536K Buy
751
+150
+25% +$98.8K 0.07% 126
2026
Q1 		$323K Sell
601
-7
-1% -$3.96K 0.04% 157
2025
Q4 		$310K Hold
608
– – 0.04% 149
2025
Q3 		$257K Buy
+608
New +$233K 0.03% 162
2025
Q1 		– Sell
-608
Closed -$212K – 182
2024
Q4 		$212K Buy
+608
New +$214K 0.04% 166

Other funds holding CMI

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kavar Capital Partners Group's CMI Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Cummins (CMI) stake by 25% in Q2 2026, buying an estimated $98.8K and bringing the position to 751 shares worth $536K. The position accounts for 0.07% of the portfolio, ranked #126.

Kavar Capital Partners Group first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Kavar Capital Partners Group held 751 shares of Cummins worth $536K as of Q2 2026.
  • Kavar Capital Partners Group bought 150 Cummins shares in Q2 2026, an estimated $98.8K.
  • Cummins made up 0.07% of Kavar Capital Partners Group's portfolio in Q2 2026, its #126 holding.
  • Kavar Capital Partners Group first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.