Creative Planning »

Columbus McKinnon shares owned by Creative Planning

Quarter-by-quarter ownership of Columbus McKinnon (CMCO) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Columbus McKinnon

Tip: Access up to 7 years of quarterly data

All positions including Columbus McKinnon held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Columbus McKinnon by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $369k 10k 36.00

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Columbus McKinnon

BlackRock
BlackRock
Dimensional Fund Advisors
Macquarie Group
Vanguard Group
Jennifer Ranahan
Barrow, Hanley, Mewhinney & Strauss
Lord, Abbett & Co
Allspring Global Investments Holdings
Systematic Financial Management
Geode Capital Management
State Street Corporation
Bank of America Corporation
Mirae Asset Global Etfs Holdings
Aristotle Capital Boston

View all funds holding Columbus McKinnon