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MOKAN Wealth Management’s CME Group CME Stock Holding History

MOKAN 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 		$903K Sell
4,090
-474
-10% -$131K 0.35% 60
2026
Q1 		$1.35M Sell
4,564
-2,580
-36% -$766K 0.6% 43
2025
Q4 		$1.95M Buy
7,144
+4,152
+139% +$1.13M 0.87% 33
2025
Q3 		$809K Buy
2,992
+388
+15% +$106K 0.41% 52
2025
Q2 		$717K Sell
2,604
-4,671
-64% -$1.27M 0.4% 54
2025
Q1 		$1.93M Buy
7,275
+18
+0.2% +$4.44K 1.16% 26
2024
Q4 		$1.69M Buy
+7,257
New +$1.67M 1.07% 26

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

MOKAN Wealth Management reduced its CME Group (CME) stake by 10% in Q2 2026, selling an estimated $131K and leaving 4,090 shares worth $903K. The position accounts for 0.35% of the portfolio, ranked #60.

MOKAN Wealth Management first reported a position in CME in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q4 2025. 682 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • MOKAN Wealth Management held 4,090 shares of CME Group worth $903K as of Q2 2026.
  • MOKAN Wealth Management sold 474 CME Group shares in Q2 2026, an estimated $131K.
  • CME Group made up 0.35% of MOKAN Wealth Management's portfolio in Q2 2026, its #60 holding.
  • MOKAN Wealth Management first reported a position in CME Group in Q4 2024 and has held it in 7 quarters since.
  • MOKAN Wealth Management's CME Group position peaked at $1.95M in Q4 2025.
  • 682 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.