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Creative Planning CMCO Position History
Columbus McKinnon Corporation • Manufacturing
Quarters held
8
Latest value
$1.6M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8K |
| Q3 2025 | $1.1M |
| Q4 2025 | $2.6M |
| Q1 2026 | $2M |
| Q2 2026 | $60K |
| Q2 2026 | $1.5M |
| Q3 2026 | $69K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 97.6K | — | — |
| Q3 2026 | $69K | 4.3K | — | — |
| Q2 2026 | $1.5M | 98.1K | — | — |
| Q2 2026 | $60K | 4.0K | — | — |
| Q1 2026 | $2M | 137.2K | — | — |
| Q4 2025 | $2.6M | 148.0K | — | — |
| Q3 2025 | $1.1M | 78.9K | — | — |
| Q3 2025 | $8K | 527 | — | — |