Mount Lucas Management’s The Mosaic Company MOS Stock Holding History

Mount Lucas Management’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 Q2	$748K	Buy	35,323 +1,160	+3%	+$26.8K	0.27%	122
2026 Q1	$871K	Buy	+34,163	New	+$937K	0.32%	93
2023 Q4	–	Sell	-59,071	Closed	-$2.1M	–	169
2023 Q3	$2.1M	Sell	59,071 -3,138	-5%	-$120K	0.74%	58
2023 Q2	$2.18M	Sell	62,209 -50,042	-45%	-$1.93M	0.73%	67
2023 Q1	$5.15M	Buy	112,251 +4,812	+4%	+$233K	1.36%	15
2022 Q4	$4.71M	Sell	107,439 -24,289	-18%	-$1.2M	1.54%	16
2022 Q3	$6.37M	Sell	131,728 -2,207	-2%	-$114K	2.19%	5
2022 Q2	$6.33M	Sell	133,935 -73,269	-35%	-$4.49M	2.12%	5
2022 Q1	$13.8M	Sell	207,204 -23,068	-10%	-$1.15M	4.01%	2
2021 Q4	$9.05M	Buy	230,272 +106,364	+86%	+$4.07M	2.59%	3
2021 Q3	$4.43M	Sell	123,908 -9,305	-7%	-$298K	1.34%	20
2021 Q2	$4.25M	Buy	+133,213	New	+$4.52M	1.13%	32

Other funds holding MOS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Mount Lucas Management's MOS Position: Q2 2026 in Review

Mount Lucas Management increased its The Mosaic Company (MOS) stake by 3.4% in Q2 2026, buying an estimated $26.8K and bringing the position to 35,323 shares worth $748K. The position accounts for 0.27% of the portfolio, ranked #122.

Mount Lucas Management first reported a position in MOS in Q2 2021 and has held it in 12 quarters since. The position peaked at $13.8M in Q1 2022. 666 funds tracked by Wall St. Rank hold MOS as of Q2 2026.

Mount Lucas Management held 35,323 shares of The Mosaic Company worth $748K as of Q2 2026.
Mount Lucas Management bought 1,160 The Mosaic Company shares in Q2 2026, an estimated $26.8K.
The Mosaic Company made up 0.27% of Mount Lucas Management's portfolio in Q2 2026, its #122 holding.
Mount Lucas Management first reported a position in The Mosaic Company in Q2 2021 and has held it in 12 quarters since.
Mount Lucas Management's The Mosaic Company position peaked at $13.8M in Q1 2022.
666 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.