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Kagan Cocozza Asset Management’s Amazon AMZN Stock Holding History

Kagan Cocozza Asset Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$332K Hold
1,395
– – 0.21% 54
2026
Q1 		$291K Buy
1,395
+10
+0.7% +$2.2K 0.2% 56
2025
Q4 		$320K Sell
1,385
-31
-2% -$7.09K 0.23% 53
2025
Q3 		$311K Hold
1,416
– – 0.24% 55
2025
Q2 		$311K Hold
1,416
– – 0.24% 53
2025
Q1 		$269K Hold
1,416
– – 0.22% 58
2024
Q4 		$311K Buy
+1,416
New +$290K 0.26% 55

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Kagan Cocozza Asset Management held its Amazon (AMZN) position steady in Q2 2026 at 1,395 shares worth $332K. The position accounts for 0.21% of the portfolio, ranked #54.

Kagan Cocozza Asset Management first reported a position in AMZN in Q4 2024 and has held it in 7 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Kagan Cocozza Asset Management held 1,395 shares of Amazon worth $332K as of Q2 2026.
  • Kagan Cocozza Asset Management left its Amazon share count unchanged in Q2 2026.
  • Amazon made up 0.21% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #54 holding.
  • Kagan Cocozza Asset Management first reported a position in Amazon in Q4 2024 and has held it in 7 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

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