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Poehling Capital Management’s The Mosaic Company MOS Stock Holding History

Poehling Capital 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
2025
Q4 		– Sell
-14,088
Closed -$489K – 145
2025
Q3 		$489K Buy
14,088
+38
+0.3% +$1.31K 0.1% 97
2025
Q2 		$513K Buy
14,050
+200
+1% +$6.41K 0.12% 92
2025
Q1 		$374K Buy
13,850
+1,246
+10% +$33K 0.09% 102
2024
Q4 		$310K Sell
12,604
-386
-3% -$10.1K 0.08% 116
2024
Q3 		$348K Buy
12,990
+396
+3% +$10.9K 0.09% 106
2024
Q2 		$364K Hold
12,594
– – 0.1% 99
2024
Q1 		$409K Buy
+12,594
New +$401K 0.11% 95

Other funds holding MOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Poehling Capital Management's MOS Position: Q4 2025 in Review

Poehling Capital Management sold out of The Mosaic Company (MOS) in Q4 2025, closing a stake of 14,088 shares — an estimated $489K sold.

Poehling Capital Management first reported a position in MOS in Q1 2024 and held it in 7 quarters. The position peaked at $513K in Q2 2025. 658 funds tracked by Wall St. Rank hold MOS as of Q4 2025.

  • Poehling Capital Management reported no remaining The Mosaic Company position as of Q4 2025 after selling out during the quarter.
  • Poehling Capital Management sold 14,088 The Mosaic Company shares in Q4 2025, an estimated $489K.
  • Poehling Capital Management first reported a position in The Mosaic Company in Q1 2024 and held it in 7 quarters.
  • Poehling Capital Management's The Mosaic Company position peaked at $513K in Q2 2025.
  • 658 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2025.

Based on Poehling Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.