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Charter Oak Advisors’s KBR KBR Stock Holding History

Charter Oak Advisors’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$722K Sell
20,921
-56,200
-73% -$1.96M 0.4% 14
2026
Q1 		$2.84M Sell
77,121
-10,400
-12% -$427K 1.72% 8
2025
Q4 		$3.52M Sell
87,521
-4,030
-4% -$173K 2.96% 10
2025
Q3 		$4.33M Sell
91,551
-155,980
-63% -$7.57M 1.55% 9
2025
Q2 		$11.9M Sell
247,531
-55,115
-18% -$2.86M 5.29% 7
2025
Q1 		$15.1M Sell
302,646
-160,946
-35% -$8.58M 10.75% 3
2024
Q4 		$26.9M Buy
+463,592
New +$29.6M 15.39% 1

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Charter Oak Advisors's KBR Position: Q2 2026 in Review

Charter Oak Advisors reduced its KBR (KBR) stake by 73% in Q2 2026, selling an estimated $1.96M and leaving 20,921 shares worth $722K. The position accounts for 0.4% of the portfolio, ranked #14.

Charter Oak Advisors first reported a position in KBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.9M in Q4 2024. 361 funds tracked by Wall St. Rank hold KBR as of Q2 2026.

  • Charter Oak Advisors held 20,921 shares of KBR worth $722K as of Q2 2026.
  • Charter Oak Advisors sold 56,200 KBR shares in Q2 2026, an estimated $1.96M.
  • KBR made up 0.4% of Charter Oak Advisors's portfolio in Q2 2026, its #14 holding.
  • Charter Oak Advisors first reported a position in KBR in Q4 2024 and has held it in 7 quarters since.
  • Charter Oak Advisors's KBR position peaked at $26.9M in Q4 2024.
  • 361 funds tracked by Wall St. Rank held KBR as of Q2 2026.

Based on Charter Oak Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.