Cohen Capital Management, Inc.

Position in OTIS — Otis Worldwide Corp

CIK 1508120 CORTE MADERA, CA

Position in OTIS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,784,919

-$229,176 QoQ

Shares Held

52,862

+1.5% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#299

of 1,211 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Cohen Capital Management, Inc. holds $7,322,126 across 4 Specialty Industrial Machinery names. OTIS ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp This page	52,862	$3,784,919
2	GEV	GE Vernova Inc.	1,530	$1,797,535
3	EMR	Emerson Electric Co	9,288	$1,329,577
4	CMI	Cummins Inc	575	$410,095

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,784,919	52,862	+1.5%	Shares	Sole	2026-07-08
2026-03-31	$4,014,095	52,077	+4.4%	Shares	Sole	2026-04-14
2025-12-31	$4,358,415	49,896	0.0%	Shares	Sole	2026-01-20
2025-09-30	$4,561,991	49,896	+4.0%	Shares	Sole	2025-10-22
2025-06-30	$4,752,563	47,996	0.0%	Shares	Sole	2025-07-23
2025-03-31	$4,953,187	47,996	0.0%	Shares	Sole	2025-05-02
2024-12-31	$4,444,909	47,996	0.0%	Shares	Sole	2025-02-04
2024-09-30	$4,988,704	47,996	+0.7%	Shares	Sole	2024-10-30
2024-06-30	$4,590,254	47,686	0.0%	Shares	Sole	2024-08-06
2024-03-31	$4,733,789	47,686	+0.6%	Shares	Sole	2024-05-06
2023-12-31	$4,240,341	47,394	0.0%	Shares	Sole	2024-02-01
2023-09-30	$3,806,212	47,394	0.0%	Shares	Sole	2023-11-07
2023-06-30	$4,218,539	47,394	0.0%	Shares	Sole	2023-08-07
2023-03-31	$4,000,053	47,394	-0.5%	Shares	Sole	2023-05-03
2022-12-31	$3,731,079	47,645	0.0%	Shares	Sole	2023-01-31
2022-09-30	$3,039,751	47,645	0.0%	Shares	Sole	2022-11-03
2022-06-30	$3,367,072	47,645	0.0%	Shares	Sole	2022-08-04
2022-03-31	$3,666,282	47,645	0.0%	Shares	Sole	2022-05-06
2021-12-31	$4,148,450	47,645	0.0%	Shares	Sole	2022-02-04
2021-09-30	$3,920,230	47,645	0.0%	Shares	Sole	2021-11-09
2021-06-30	$3,895,931	47,645	-0.0%	Shares	Sole	2021-07-29
2021-03-31	$3,261,847	47,653	+48.7%	Shares	Sole	2021-05-03
2020-12-31	$2,165,180	32,053	-3.6%	Shares	Sole	2021-02-03
2020-09-30	$2,074,965	33,242	0.0%	Shares	Sole	2020-11-02
2020-06-30	$1,890,140	33,242	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.