Principal Financial Group
CMCO icon

Principal Financial Group’s Columbus McKinnon CMCO Stock Holding History

Principal Financial Group’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
Q1 		$819K Sell
56,394
-8,414
-13% -$157K ﹤0.01% 1978
2025
Q4 		$1.12M Buy
64,808
+20,793
+47% +$333K ﹤0.01% 1940
2025
Q3 		$631K Buy
44,015
+12,034
+38% +$181K ﹤0.01% 2011
2025
Q2 		$488K Buy
+31,981
New +$489K ﹤0.01% 1997
2021
Q3 		– Sell
-371,300
Closed -$17.9M – 2584
2021
Q2 		$17.9M Buy
371,300
+79,050
+27% +$4.05M 0.01% 1063
2021
Q1 		$15.4M Buy
292,250
+22,770
+8% +$1.09M 0.01% 1131
2020
Q4 		$10.4M Buy
269,480
+21,580
+9% +$812K 0.01% 1206
2020
Q3 		$8.21M Buy
247,900
+2,400
+1% +$83.3K 0.01% 1190
2020
Q2 		$8.21M Buy
245,500
+300
+0.1% +$8.28K 0.01% 1173
2020
Q1 		$6.13M Sell
245,200
-800
-0.3% -$26.6K 0.01% 1177
2019
Q4 		$9.85M Buy
246,000
+7,374
+3% +$285K 0.01% 1263
2019
Q3 		$8.69M Buy
238,626
+5,295
+2% +$197K 0.01% 1279
2019
Q2 		$9.79M Buy
233,331
+3,505
+2% +$133K 0.01% 1231
2019
Q1 		$7.89M Sell
229,826
-5,230
-2% -$182K 0.01% 1368
2018
Q4 		$7.08M Sell
235,056
-52,251
-18% -$1.77M 0.01% 1355
2018
Q3 		$11.4M Buy
287,307
+282,098
+5,416% +$11.8M 0.01% 1245
2018
Q2 		$226K Buy
+5,209
New +$202K ﹤0.01% 2135
2017
Q3 		– Sell
-298,220
Closed -$7.58M – 2213
2017
Q2 		$7.58M Buy
298,220
+38,627
+15% +$1M 0.01% 1390
2017
Q1 		$6.44M Buy
+259,593
New +$6.83M 0.01% 1447
2014
Q2 		– Sell
-8,426
Closed -$226K – 2251
2014
Q1 		$226K Sell
8,426
-158
-2% -$4.1K ﹤0.01% 2093
2013
Q4 		$233K Buy
8,584
+55
+0.6% +$1.44K ﹤0.01% 2098
2013
Q3 		$205K Buy
+8,529
New +$196K ﹤0.01% 2109

Other funds holding CMCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $598M AUM 33.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Principal Financial Group's CMCO Position: Q1 2026 in Review

Principal Financial Group reduced its Columbus McKinnon (CMCO) stake by 13% in Q1 2026, selling an estimated $157K and leaving 56,394 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Principal Financial Group first reported a position in CMCO in Q3 2013 and has held it in 22 quarters since. The position peaked at $17.9M in Q2 2021. 199 funds tracked by Wall St. Rank hold CMCO as of Q1 2026.

  • Principal Financial Group held 56,394 shares of Columbus McKinnon worth $819K as of Q1 2026.
  • Principal Financial Group sold 8,414 Columbus McKinnon shares in Q1 2026, an estimated $157K.
  • Columbus McKinnon made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1978 holding.
  • Principal Financial Group first reported a position in Columbus McKinnon in Q3 2013 and has held it in 22 quarters since.
  • Principal Financial Group's Columbus McKinnon position peaked at $17.9M in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Columbus McKinnon as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.