BUTENSKY & COHEN FINANCIAL SECURITY, INC MOS MOSAIC CO

Ownership history in BUTENSKY & COHEN FINANCIAL SECURITY, INC  ·  8 quarters on record

AI Ownership Summary

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported MOSAIC CO (MOS) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.71% in 2025 Q2. The latest visible filing shows MOS at 1.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BUTENSKY & COHEN FINANCIAL SECURITY, INC's position in MOSAIC CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MOS was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.71% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BUTENSKY & COHEN FINANCIAL SECURITY, INC held MOS — position size vs. price
% of Fund (quarterly)    MOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 174,065 +7,311 +4.4% 1.17% $4.4M 2026-04-09 $25.02
2025 Q4 ADDED 166,754 +7,982 +5.0% 1.09% $4.0M 2026-01-13 $25.73
2025 Q3 ADDED 158,772 +1,518 +1.0% 1.53% $5.5M 2025-10-20 $28.77
2025 Q2 REDUCED 6.3% -4.2% 157,254 -10,611 -6.3% 1.71% $5.7M 2025-07-11 $35.22
2025 Q1 ADDED 167,865 +3,137 +1.9% 1.39% $4.5M 2025-04-11 $24.79
2024 Q4 REDUCED 164,728 -30 -0.0% 1.27% $4.0M 2025-01-15 $25.71
2024 Q3 ADDED 164,758 +16,953 +11.5% 1.31% $4.4M 2024-10-16 $24.60
2024 Q2 INITIATED 147,805 1.36% $4.3M 2024-07-11 $26.32

FAQ About BUTENSKY & COHEN FINANCIAL SECURITY, INC and MOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has BUTENSKY & COHEN FINANCIAL SECURITY, INC reported owning MOS?

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported MOS across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported MOS position in BUTENSKY & COHEN FINANCIAL SECURITY, INC's portfolio?

The largest reported portfolio weight for MOS was 1.71% in 2025 Q2.

What is the latest reported MOS position on this page?

The most recent filing on this page is 2026 Q1, when BUTENSKY & COHEN FINANCIAL SECURITY, INC reported 174,065 shares, equal to 1.17% of portfolio, with an estimated market value of $4.4M.

What does the chart on this MOS ownership page compare?

The chart compares BUTENSKY & COHEN FINANCIAL SECURITY, INC's quarterly MOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BUTENSKY & COHEN FINANCIAL SECURITY, INC time their MOS position?

Based on 13F filing dates vs. subsequent MOS price moves, BUTENSKY & COHEN FINANCIAL SECURITY, INC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on MOS relative to SPY over the holding period was -14.4%.

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