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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
Q2 		$356K Sell
20,078
-1,064
-5% -$15.8K 0.11% 142
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Investment Advisors's KSS Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Kohl's (KSS) stake by 5% in Q2 2026, selling an estimated $15.8K and leaving 20,078 shares worth $356K. The position accounts for 0.11% of the portfolio, ranked #142.

Beacon Investment Advisors first reported a position in KSS in Q4 2022 and has held it in 15 quarters since. The position peaked at $575K in Q1 2024. 368 funds tracked by Wall St. Rank hold KSS as of Q2 2026.

  • Beacon Investment Advisors held 20,078 shares of Kohl's worth $356K as of Q2 2026.
  • Beacon Investment Advisors sold 1,064 Kohl's shares in Q2 2026, an estimated $15.8K.
  • Kohl's made up 0.11% of Beacon Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • Beacon Investment Advisors first reported a position in Kohl's in Q4 2022 and has held it in 15 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 Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.