Oak Thistle LLC’s Mohawk Industries MHK Stock Holding History

Oak Thistle LLC’s Portfolio MHK Stock Details MHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$606K	Buy	+4,998	New	+$526K	0.06%	412
2026 Q1	–	Sell	-13,727	Closed	-$1.5M	–	573
2025 Q4	$1.5M	Buy	+13,727	New	+$1.58M	0.21%	196
2025 Q1	–	Sell	-8,848	Closed	-$1.05M	–	506
2024 Q4	$1.05M	Buy	8,848 +2,979	+51%	+$416K	0.31%	115
2024 Q3	$943K	Buy	+5,869	New	+$845K	0.31%	115
2023 Q3	–	Sell	-4,075	Closed	-$420K	–	541
2023 Q2	$420K	Buy	+4,075	New	+$399K	0.22%	195
2022 Q2	–	Sell	-2,421	Closed	-$301K	–	318
2022 Q1	$301K	Buy	+2,421	New	+$363K	0.16%	258

Other funds holding MHK

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

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

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Oak Thistle LLC's MHK Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Mohawk Industries (MHK) in Q2 2026: 4,998 shares worth $606K. The stake represents 0.06% of the portfolio and ranks #412 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in MHK as recently as Q4 2025.

Oak Thistle LLC first reported a position in MHK in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2025. 490 funds tracked by Wall St. Rank hold MHK as of Q2 2026.

Oak Thistle LLC held 4,998 shares of Mohawk Industries worth $606K as of Q2 2026.
Mohawk Industries was a new Oak Thistle LLC position in Q2 2026.
Mohawk Industries made up 0.06% of Oak Thistle LLC's portfolio in Q2 2026, its #412 holding.
Oak Thistle LLC first reported a position in Mohawk Industries in Q1 2022 and has held it in 6 quarters since.
Oak Thistle LLC's Mohawk Industries position peaked at $1.5M in Q4 2025.
490 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.