Heritage Wealth Advisors’s Kontoor Brands KTB Stock Holding History

Heritage Wealth Advisors’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	$21.1K	Hold	300	–	–	﹤0.01%	430
2025 Q4	$18.3K	Hold	300	–	–	﹤0.01%	409
2025 Q3	$23.9K	Hold	300	–	–	﹤0.01%	362
2025 Q2	$19.8K	Hold	300	–	–	﹤0.01%	374
2025 Q1	$19.2K	Hold	300	–	–	﹤0.01%	371
2024 Q4	$25.6K	Hold	300	–	–	﹤0.01%	369
2024 Q3	$24.5K	Hold	300	–	–	﹤0.01%	385
2024 Q2	$19.8K	Hold	300	–	–	﹤0.01%	376
2024 Q1	$18.1K	Hold	300	–	–	﹤0.01%	403
2023 Q4	$18.7K	Buy	+300	New	+$15.4K	﹤0.01%	415
2021 Q2	–	Sell	-100	Closed	-$4.85K	–	575
2021 Q1	$4.85K	Hold	100	–	–	﹤0.01%	501
2020 Q4	$4K	Buy	+100	New	+$3.69K	﹤0.01%	499

Other funds holding KTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Heritage Wealth Advisors's KTB Position: Q1 2026 in Review

Heritage Wealth Advisors held its Kontoor Brands (KTB) position steady in Q1 2026 at 300 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Heritage Wealth Advisors first reported a position in KTB in Q4 2020 and has held it in 12 quarters since. The position peaked at $25.6K in Q4 2024. 406 funds tracked by Wall St. Rank hold KTB as of Q1 2026.

Heritage Wealth Advisors held 300 shares of Kontoor Brands worth $21.1K as of Q1 2026.
Heritage Wealth Advisors left its Kontoor Brands share count unchanged in Q1 2026.
Kontoor Brands made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #430 holding.
Heritage Wealth Advisors first reported a position in Kontoor Brands in Q4 2020 and has held it in 12 quarters since.
Heritage Wealth Advisors's Kontoor Brands position peaked at $25.6K in Q4 2024.
406 funds tracked by Wall St. Rank held Kontoor Brands as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.