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Rothschild Investment LLC’s Columbus McKinnon CMCO Stock Holding History

Rothschild Investment LLC’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
Q2 		$4.54K Sell
300
-204
-40% -$3.04K ﹤0.01% 2331
2026
Q1 		$7.32K Buy
504
+178
+55% +$3.32K ﹤0.01% 1857
2025
Q4 		$5.62K Buy
326
+213
+188% +$3.42K ﹤0.01% 1826
2025
Q3 		$1.62K Buy
113
+23
+26% +$346 ﹤0.01% 2357
2025
Q2 		$1.37K Hold
90
– – ﹤0.01% 2287
2025
Q1 		$1.52K Buy
90
+40
+80% +$1.04K ﹤0.01% 2072
2024
Q4 		$1.86K Sell
50
-67
-57% -$2.43K ﹤0.01% 1844
2024
Q3 		$4.21K Buy
117
+112
+2,240% +$3.8K ﹤0.01% 1367
2024
Q2 		$173 Hold
5
– – ﹤0.01% 2536
2024
Q1 		$223 Buy
+5
New +$202 ﹤0.01% 1702

Other funds holding CMCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Rothschild Investment LLC's CMCO Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Columbus McKinnon (CMCO) stake by 40% in Q2 2026, selling an estimated $3.04K and leaving 300 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Rothschild Investment LLC first reported a position in CMCO in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.32K in Q1 2026. 162 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Rothschild Investment LLC held 300 shares of Columbus McKinnon worth $4.54K as of Q2 2026.
  • Rothschild Investment LLC sold 204 Columbus McKinnon shares in Q2 2026, an estimated $3.04K.
  • Columbus McKinnon made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2331 holding.
  • Rothschild Investment LLC first reported a position in Columbus McKinnon in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Columbus McKinnon position peaked at $7.32K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.