Edgestream Partners’s Kontoor Brands KTB Stock Holding History

Edgestream Partners’s Portfolio KTB Stock Details KTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9,581	Closed	-$585K	–	1000
2025 Q4	$585K	Buy	9,581 +5,779	+152%	+$429K	0.02%	795
2025 Q3	$303K	Sell	3,802 -22,825	-86%	-$1.63M	0.01%	801
2025 Q2	$1.76M	Buy	26,627 +14,884	+127%	+$962K	0.05%	553
2025 Q1	$753K	Buy	+11,743	New	+$910K	0.03%	645
2024 Q4	–	Sell	-8,684	Closed	-$710K	–	985
2024 Q3	$710K	Sell	8,684 -6,314	-42%	-$451K	0.03%	638
2024 Q2	$992K	Sell	14,998 -60,278	-80%	-$3.94M	0.05%	525
2024 Q1	$4.54M	Buy	75,276 +67,064	+817%	+$4.02M	0.23%	136
2023 Q4	$513K	Buy	+8,212	New	+$422K	0.04%	607
2023 Q3	–	Sell	-53,291	Closed	-$2.24M	–	895
2023 Q2	$2.24M	Buy	+53,291	New	+$2.29M	0.2%	152

Other funds holding KTB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return