Davidson Kahn Capital Management’s Alphabet (Google) Class C GOOG Stock Holding History

Davidson Kahn Capital Management’s Portfolio GOOG Stock Details GOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$655K	Sell	1,854 -363	-16%	-$130K	0.28%	43
2026 Q1	$636K	Sell	2,217 -329	-13%	-$103K	0.34%	40
2025 Q4	$799K	Buy	2,546 +143	+6%	+$41K	0.42%	42
2025 Q3	$585K	Buy	2,403 +20	+0.8%	+$4.2K	0.33%	50
2025 Q2	$423K	Buy	2,383 +4	+0.2%	+$661	0.27%	50
2025 Q1	$372K	Buy	2,379 +681	+40%	+$125K	0.29%	49
2024 Q4	$323K	Buy	+1,698	New	+$300K	0.3%	48

Other funds holding GOOG

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Davidson Kahn Capital Management's GOOG Position: Q2 2026 in Review

Davidson Kahn Capital Management reduced its Alphabet (Google) Class C (GOOG) stake by 16% in Q2 2026, selling an estimated $130K and leaving 1,854 shares worth $655K. The position accounts for 0.28% of the portfolio, ranked #43.

Davidson Kahn Capital Management first reported a position in GOOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $799K in Q4 2025. 1,756 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

Davidson Kahn Capital Management held 1,854 shares of Alphabet (Google) Class C worth $655K as of Q2 2026.
Davidson Kahn Capital Management sold 363 Alphabet (Google) Class C shares in Q2 2026, an estimated $130K.
Alphabet (Google) Class C made up 0.28% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #43 holding.
Davidson Kahn Capital Management first reported a position in Alphabet (Google) Class C in Q4 2024 and has held it in 7 quarters since.
Davidson Kahn Capital Management's Alphabet (Google) Class C position peaked at $799K in Q4 2025.
1,756 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.