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Kagan Cocozza Asset Management’s Aflac AFL Stock Holding History

Kagan Cocozza Asset Management’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$965K Sell
8,227
-34
-0.4% -$3.91K 0.6% 26
2026
Q1 		$906K Sell
8,261
-406
-5% -$45K 0.64% 25
2025
Q4 		$956K Sell
8,667
-67
-0.8% -$7.38K 0.68% 24
2025
Q3 		$976K Sell
8,734
-178
-2% -$18.7K 0.74% 23
2025
Q2 		$940K Sell
8,912
-292
-3% -$30.7K 0.72% 24
2025
Q1 		$1.02M Sell
9,204
-173
-2% -$18.4K 0.84% 22
2024
Q4 		$970K Buy
+9,377
New +$1.02M 0.81% 22

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kagan Cocozza Asset Management's AFL Position: Q2 2026 in Review

Kagan Cocozza Asset Management reduced its Aflac (AFL) stake by 0.41% in Q2 2026, selling an estimated $3.91K and leaving 8,227 shares worth $965K. The position accounts for 0.6% of the portfolio, ranked #26.

Kagan Cocozza Asset Management first reported a position in AFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2025. 1,702 funds tracked by Wall St. Rank hold AFL as of Q2 2026.

  • Kagan Cocozza Asset Management held 8,227 shares of Aflac worth $965K as of Q2 2026.
  • Kagan Cocozza Asset Management sold 34 Aflac shares in Q2 2026, an estimated $3.91K.
  • Aflac made up 0.6% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #26 holding.
  • Kagan Cocozza Asset Management first reported a position in Aflac in Q4 2024 and has held it in 7 quarters since.
  • Kagan Cocozza Asset Management's Aflac position peaked at $1.02M in Q1 2025.
  • 1,702 funds tracked by Wall St. Rank held Aflac as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.