Birnam Oak Advisors’s Kohl's KSS Stock Holding History

Birnam Oak 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
2025 Q4	–	Sell	-50,000	Closed	-$769K	–	38
2025 Q3	$769K	Sell	50,000 -30,000	-38%	-$400K	0.18%	30
2025 Q2	$678K	Sell	80,000 -19,700	-20%	-$151K	0.2%	24
2025 Q1	$816K	Buy	99,700 +79,700	+399%	+$925K	0.15%	28
2024 Q4	$281K	Buy	+20,000	New	+$345K	0.14%	26

Other funds holding KSS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return