OTIS Otis Worldwide Corp

Ownership history in M. Kraus & Co  ·  24 quarters on record

AI Ownership Summary

M. Kraus & Co reported Otis Worldwide Corp (OTIS) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.91% in 2024 Q1. The latest visible filing shows OTIS at 0.52% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OTIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M. Kraus & Co's position in Otis Worldwide Corp, 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

OTIS was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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 M. Kraus & Co held OTIS — position size vs. price
% of Fund (quarterly)    OTIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 23,115 -1,201 -4.9% 0.52% $1.8M 2026-04-14 $81.90
2025 Q4 REDUCED 24,316 -292 -1.2% 0.59% $2.1M 2026-01-21 $89.07
2025 Q3 REDUCED 24,608 -1,420 -5.5% 0.63% $2.2M 2025-10-14 $89.99
2025 Q2 REDUCED 26,028 -317 -1.2% 0.76% $2.6M 2025-07-24 $87.96
2025 Q1 REDUCED 26,345 -2,260 -7.9% 0.83% $2.7M 2025-04-17 $96.73
2024 Q4 REDUCED 28,605 -552 -1.9% 0.79% $2.6M 2025-01-14 $89.75
2024 Q3 REDUCED 29,157 -885 -2.9% 0.89% $3.0M 2024-10-11 $101.33
2024 Q2 REDUCED 30,042 -150 -0.5% 0.89% $2.9M 2024-07-10 $93.97
2024 Q1 ADDED 30,192 +18 +0.1% 0.91% $3.0M 2024-04-10 $94.00
2023 Q4 REDUCED 30,174 -485 -1.6% 0.88% $2.7M 2024-01-10 $83.74
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About M. Kraus & Co and OTIS

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

How long has M. Kraus & Co reported owning OTIS?

M. Kraus & Co reported OTIS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported OTIS position in M. Kraus & Co's portfolio?

The largest reported portfolio weight for OTIS was 0.91% in 2024 Q1.

What is the latest reported OTIS position on this page?

The most recent filing on this page is 2026 Q1, when M. Kraus & Co reported 23,115 shares, equal to 0.52% of portfolio, with an estimated market value of $1.8M.

What does the chart on this OTIS ownership page compare?

The chart compares M. Kraus & Co's quarterly OTIS 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.

← Back to M. Kraus & Co Holdings