Caldwell Trust’s Kohl's KSS Stock Holding History

Caldwell Trust’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	-2,153	Closed	-$33.1K	–	777
2025 Q3	$33.1K	Buy	+2,153	New	+$28.7K	﹤0.01%	523

Other funds holding KSS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Caldwell Trust's KSS Position: Q4 2025 in Review

Caldwell Trust sold out of Kohl's (KSS) in Q4 2025, closing a stake of 2,153 shares — an estimated $33.1K sold.

Caldwell Trust first reported a position in KSS in Q3 2025 and held it in 1 quarter. The position peaked at $33.1K in Q3 2025. 376 funds tracked by Wall St. Rank hold KSS as of Q4 2025.

Caldwell Trust reported no remaining Kohl's position as of Q4 2025 after selling out during the quarter.
Caldwell Trust sold 2,153 Kohl's shares in Q4 2025, an estimated $33.1K.
Caldwell Trust first reported a position in Kohl's in Q3 2025 and held it in 1 quarter.
Caldwell Trust's Kohl's position peaked at $33.1K in Q3 2025.
376 funds tracked by Wall St. Rank held Kohl's as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.