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Beacon Investment Advisors’s Kohl's KSS Stock Holding History

Beacon Investment Advisors’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$273K Sell
21,142
-1,832
-8% -$30.9K 0.1% 149
2025
Q4 		$469K Buy
22,974
+2,968
+15% +$55.6K 0.19% 107
2025
Q3 		$307K Sell
20,006
-93
-0.5% -$1.24K 0.13% 128
2025
Q2 		$170K Buy
20,099
+100
+0.5% +$769 0.07% 154
2025
Q1 		$164K Sell
19,999
-56
-0.3% -$650 0.08% 149
2024
Q4 		$282K Buy
20,055
+51
+0.3% +$879 0.13% 130
2024
Q3 		$422K Sell
20,004
-65
-0.3% -$1.32K 0.2% 112
2024
Q2 		$461K Buy
20,069
+329
+2% +$7.95K 0.24% 101
2024
Q1 		$575K Sell
19,740
-304
-2% -$8.16K 0.33% 78
2023
Q4 		$575K Buy
20,044
+896
+5% +$21K 0.37% 71
2023
Q3 		$401K Buy
19,148
+162
+0.9% +$4.09K 0.28% 87
2023
Q2 		$438K Buy
18,986
+200
+1% +$4.33K 0.3% 87
2023
Q1 		$442K Buy
18,786
+212
+1% +$5.98K 0.32% 86
2022
Q4 		$469K Buy
+18,574
New +$527K 0.39% 78

Other funds holding KSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Investment Advisors's KSS Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Kohl's (KSS) stake by 8% in Q1 2026, selling an estimated $30.9K and leaving 21,142 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #149.

Beacon Investment Advisors first reported a position in KSS in Q4 2022 and has held it in 14 quarters since. The position peaked at $575K in Q1 2024. 368 funds tracked by Wall St. Rank hold KSS as of Q1 2026.

  • Beacon Investment Advisors held 21,142 shares of Kohl's worth $273K as of Q1 2026.
  • Beacon Investment Advisors sold 1,832 Kohl's shares in Q1 2026, an estimated $30.9K.
  • Kohl's made up 0.1% of Beacon Investment Advisors's portfolio in Q1 2026, its #149 holding.
  • Beacon Investment Advisors first reported a position in Kohl's in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Kohl's position peaked at $575K in Q1 2024.
  • 368 funds tracked by Wall St. Rank held Kohl's as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.