GoalVest Advisory »

Columbus McKinnon shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in Columbus McKinnon

Tip: Access up to 7 years of quarterly data

All positions including Columbus McKinnon held by GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-03-31 $316k 19k 16.93
2024-12-31 $711k 19k 37.24
2024-09-30 $696k 19k 36.00
2024-06-30 $682k 20k 34.54
2024-03-31 $854k 19k 44.63

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr Nyse Technology Etf Etf (XNTK)
Palantir Technologies Inc Cl A Stock (PLTR)
Goldman Sachs Municipal Income Etf Etf (GMUB)
Vanguard Ftse Europe Etf Etf (VGK)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Jpmorgan Chase & Co Stock (JPM)

View all positions for GoalVest Advisory

Top funds holding Columbus McKinnon

BlackRock
Vanguard Group
Dimensional Fund Advisors
Invesco
Morgan Stanley
Millennium Management
Hotchkis and Wiley Capital Management
Segall Bryant & Hamill
Mirae Asset Global Etfs Holdings
Marshall Wace
Geode Capital Management
Stanley Capital Management
AQR Capital Management
State Street Corporation
Assenagon Asset Management

View all funds holding Columbus McKinnon