Evergreen Capital Management’s Kohl's KSS Stock Holding History

Evergreen Capital Management’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
2026 Q1	$144K	Sell	11,028 -10,375	-48%	-$175K	﹤0.01%	1438
2025 Q4	$437K	Buy	21,403 +10,336	+93%	+$194K	0.01%	828
2025 Q3	$170K	Buy	11,067 +179	+2%	+$2.39K	﹤0.01%	1247
2025 Q2	$92.3K	Buy	+10,888	New	+$83.7K	﹤0.01%	1102
2024 Q4	–	Sell	-10,532	Closed	-$222K	–	1097
2024 Q3	$222K	Sell	10,532 -2,361	-18%	-$48.1K	0.01%	876
2024 Q2	$296K	Sell	12,893 -132	-1%	-$3.19K	0.01%	668
2024 Q1	$386K	Buy	13,025 +283	+2%	+$7.59K	0.01%	529
2023 Q4	$365K	Buy	+12,742	New	+$299K	0.01%	516
2022 Q3	–	Sell	-133,338	Closed	-$4.76M	–	626
2022 Q2	$4.76M	Buy	133,338 +7,716	+6%	+$378K	0.25%	113
2022 Q1	$7.59M	Buy	125,622 +90,566	+258%	+$5.12M	0.31%	94
2021 Q4	$1.73M	Buy	+35,056	New	+$1.79M	0.07%	228

Other funds holding KSS

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

American Century Companies

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Geode Capital Management

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