MCF Advisors’s The Mosaic Company MOS Stock Holding History

MCF Advisors’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-40	Closed	-$848	–	962
2026 Q2	$848	Buy	+40	New	+$925	﹤0.01%	1324
2025 Q1	–	Sell	-54	Closed	-$1.33K	–	981
2024 Q4	$1.33K	Buy	+54	New	+$1.41K	﹤0.01%	883
2024 Q3	–	Sell	-43	Closed	-$1.24K	–	1044
2024 Q2	$1.24K	Buy	+43	New	+$1.3K	﹤0.01%	885
2023 Q4	–	Sell	-82	Closed	-$2.92K	–	966
2023 Q3	$2.92K	Buy	+82	New	+$3.15K	﹤0.01%	727
2023 Q2	–	Sell	-15	Closed	-$689	–	884
2023 Q1	$689	Hold	15	–	–	﹤0.01%	804
2022 Q4	$658	Buy	+15	New	+$743	﹤0.01%	779
2016 Q3	–	Sell	-304	Closed	-$8K	–	495
2016 Q2	$8K	Sell	304 -592	-66%	-$15.7K	﹤0.01%	366
2016 Q1	$24K	Buy	896 +8	+0.9%	+$209	0.01%	255
2015 Q4	$25K	Buy	+888	New	+$28.4K	0.01%	245

Other funds holding MOS

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCF Advisors's MOS Position: Q3 2026 in Review

MCF Advisors sold out of The Mosaic Company (MOS) in Q3 2026, closing a stake of 40 shares — an estimated $848 sold.

MCF Advisors first reported a position in MOS in Q4 2015 and held it in 9 quarters. The position peaked at $25K in Q4 2015. 225 funds tracked by Wall St. Rank hold MOS as of Q3 2026.

MCF Advisors reported no remaining The Mosaic Company position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 40 The Mosaic Company shares in Q3 2026, an estimated $848.
MCF Advisors first reported a position in The Mosaic Company in Q4 2015 and held it in 9 quarters.
MCF Advisors's The Mosaic Company position peaked at $25K in Q4 2015.
225 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.