Petrus Trust Company’s Columbus McKinnon CMCO Stock Holding History

Petrus Trust Company’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
2025 Q4	–	Sell	-18,700	Closed	-$268K	–	48
2025 Q3	$268K	Sell	18,700 -4,197	-18%	-$63.1K	0.03%	52
2025 Q2	$350K	Buy	+22,897	New	+$350K	0.04%	247
2025 Q1	–	Sell	-15,428	Closed	-$575K	–	620
2024 Q4	$575K	Sell	15,428 -10,490	-40%	-$381K	0.06%	167
2024 Q3	$933K	Buy	25,918 +10,153	+64%	+$344K	0.09%	47
2024 Q2	$545K	Sell	15,765 -4,356	-22%	-$177K	0.05%	202
2024 Q1	$898K	Sell	20,121 -3,654	-15%	-$148K	0.08%	57
2023 Q4	$928K	Buy	+23,775	New	+$835K	0.09%	51
2020 Q2	–	Sell	-14,553	Closed	-$364K	–	266
2020 Q1	$364K	Buy	+14,553	New	+$484K	0.05%	51
2019 Q4	–	Sell	-9,374	Closed	-$341K	–	295
2019 Q3	$341K	Buy	+9,374	New	+$348K	0.06%	73
2018 Q1	–	Sell	-8,624	Closed	-$345K	–	173
2017 Q4	$345K	Buy	+8,624	New	+$330K	0.09%	84

Other funds holding CMCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

SCM

Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Petrus Trust Company's CMCO Position: Q4 2025 in Review

Petrus Trust Company sold out of Columbus McKinnon (CMCO) in Q4 2025, closing a stake of 18,700 shares — an estimated $268K sold.

Petrus Trust Company first reported a position in CMCO in Q4 2017 and held it in 10 quarters. The position peaked at $933K in Q3 2024. 194 funds tracked by Wall St. Rank hold CMCO as of Q4 2025.

Petrus Trust Company reported no remaining Columbus McKinnon position as of Q4 2025 after selling out during the quarter.
Petrus Trust Company sold 18,700 Columbus McKinnon shares in Q4 2025, an estimated $268K.
Petrus Trust Company first reported a position in Columbus McKinnon in Q4 2017 and held it in 10 quarters.
Petrus Trust Company's Columbus McKinnon position peaked at $933K in Q3 2024.
194 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2025.

Based on Petrus Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.