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Cassaday & Co Wealth Management’s Kosmos Energy KOS Stock Holding History

Cassaday & Co Wealth Management’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-112
Closed -$312 – 1380
2026
Q1 		$312 Buy
+112
New +$211 ﹤0.01% 1225

Other funds holding KOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Cassaday & Co Wealth Management's KOS Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Kosmos Energy (KOS) in Q2 2026, closing a stake of 112 shares — an estimated $312 sold.

Cassaday & Co Wealth Management first reported a position in KOS in Q1 2026 and held it in 1 quarter. The position peaked at $312 in Q1 2026. 268 funds tracked by Wall St. Rank hold KOS as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Kosmos Energy position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 112 Kosmos Energy shares in Q2 2026, an estimated $312.
  • Cassaday & Co Wealth Management first reported a position in Kosmos Energy in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Kosmos Energy position peaked at $312 in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Kosmos Energy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.