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MORGAN STANLEY: CODI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on CODI, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 1,702,535 CODI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,702,535 shares
    Change vs previous 13F -80,628 shares

    <0.01% of the 13F portfolio, value $18,149,024.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,783,163 shares
    Change vs previous 13F -522,066 shares

    <0.01% of the 13F portfolio, value $14,015,662.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 2,305,229 shares
    Change vs previous 13F +1,249,559 shares

    <0.01% of the 13F portfolio, value $11,065,099.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 1,055,670 shares
    Change vs previous 13F +41,424 shares

    <0.01% of the 13F portfolio, value $6,988,536.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,014,246 shares
    Change vs previous 13F +708,511 shares

    <0.01% of the 13F portfolio, value $6,369,465.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 305,735 shares
    Change vs previous 13F -52,166 shares

    <0.01% of the 13F portfolio, value $5,708,073.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 357,901 shares
    Change vs previous 13F -48,180 shares

    <0.01% of the 13F portfolio, value $8,260,359.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 406,081 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,986,585.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).