Moody National Bank Trust Division’s Columbus McKinnon CMCO Stock Holding History

Moody National Bank Trust Division’s Portfolio CMCO Stock Details CMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-23,819	Closed	-$346K	–	511
2026 Q1	$346K	Sell	23,819 -126	-0.5%	-$2.35K	0.03%	391
2025 Q4	$413K	Sell	23,945 -116	-0.5%	-$1.86K	0.04%	363
2025 Q3	$345K	Buy	24,061 +176	+0.7%	+$2.65K	0.03%	391
2025 Q2	$365K	Buy	23,885 +703	+3%	+$10.7K	0.03%	383
2025 Q1	$392K	Buy	23,182 +6,044	+35%	+$157K	0.04%	367
2024 Q4	$638K	Buy	17,138 +3,049	+22%	+$111K	0.07%	310
2024 Q3	$507K	Buy	14,089 +4,663	+49%	+$158K	0.05%	344
2024 Q2	$326K	Hold	9,426	–	–	0.03%	372
2024 Q1	$421K	Hold	9,426	–	–	0.03%	354
2023 Q4	$368K	Buy	9,426 +1,766	+23%	+$62K	0.03%	386
2023 Q3	$267K	Hold	7,660	–	–	0.02%	527
2023 Q2	$311K	Hold	7,660	–	–	0.02%	496
2023 Q1	$285K	Buy	+7,660	New	+$278K	0.02%	516

Other funds holding CMCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

Moody National Bank Trust Division's CMCO Position: Q2 2026 in Review

Moody National Bank Trust Division sold out of Columbus McKinnon (CMCO) in Q2 2026, closing a stake of 23,819 shares — an estimated $346K sold.

Moody National Bank Trust Division first reported a position in CMCO in Q1 2023 and held it in 13 quarters. The position peaked at $638K in Q4 2024. 57 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

Moody National Bank Trust Division reported no remaining Columbus McKinnon position as of Q2 2026 after selling out during the quarter.
Moody National Bank Trust Division sold 23,819 Columbus McKinnon shares in Q2 2026, an estimated $346K.
Moody National Bank Trust Division first reported a position in Columbus McKinnon in Q1 2023 and held it in 13 quarters.
Moody National Bank Trust Division's Columbus McKinnon position peaked at $638K in Q4 2024.
57 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.