KWM
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Koa Wealth Management’s CME Group CME Stock Holding History

Koa Wealth Management’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.54M Buy
11,508
+1,976
+21% +$547K 1.73% 15
2026
Q1 		$2.82M Sell
9,532
-1,049
-10% -$312K 2.04% 14
2025
Q4 		$2.89M Buy
10,581
+4,133
+64% +$1.12M 1.98% 16
2025
Q3 		$1.74M Sell
6,448
-94
-1% -$25.6K 1.29% 24
2025
Q2 		$1.8M Sell
6,542
-694
-10% -$189K 1.43% 21
2025
Q1 		$1.92M Sell
7,236
-1,124
-13% -$277K 1.55% 21
2024
Q4 		$1.94M Sell
8,360
-1,298
-13% -$298K 1.59% 22
2024
Q3 		$2.13M Buy
9,658
+2,615
+37% +$541K 1.65% 20
2024
Q2 		$1.38M Buy
7,043
+3,021
+75% +$624K 1.17% 29
2024
Q1 		$866K Buy
4,022
+2,545
+172% +$535K 0.78% 34
2023
Q4 		$311K Buy
+1,477
New +$315K 0.31% 43

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Koa Wealth Management's CME Position: Q2 2026 in Review

Koa Wealth Management increased its CME Group (CME) stake by 21% in Q2 2026, buying an estimated $547K and bringing the position to 11,508 shares worth $2.54M. The position accounts for 1.73% of the portfolio, ranked #15.

Koa Wealth Management first reported a position in CME in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.89M in Q4 2025. 629 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Koa Wealth Management held 11,508 shares of CME Group worth $2.54M as of Q2 2026.
  • Koa Wealth Management bought 1,976 CME Group shares in Q2 2026, an estimated $547K.
  • CME Group made up 1.73% of Koa Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Koa Wealth Management first reported a position in CME Group in Q4 2023 and has held it in 11 quarters since.
  • Koa Wealth Management's CME Group position peaked at $2.89M in Q4 2025.
  • 629 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.