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Kagan Cocozza Asset Management’s Johnson & Johnson JNJ Stock Holding History

Kagan Cocozza Asset Management’s Portfolio JNJ Stock Details JNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$387K Sell
1,585
-186
-11% -$43.3K 0.27% 52
2025
Q4 		$366K Buy
1,771
+40
+2% +$7.91K 0.26% 50
2025
Q3 		$321K Sell
1,731
-32
-2% -$5.48K 0.24% 53
2025
Q2 		$269K Hold
1,763
– – 0.21% 58
2025
Q1 		$292K Buy
1,763
+5
+0.3% +$782 0.24% 56
2024
Q4 		$254K Buy
+1,758
New +$272K 0.21% 60

Other funds holding JNJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kagan Cocozza Asset Management's JNJ Position: Q1 2026 in Review

Kagan Cocozza Asset Management reduced its Johnson & Johnson (JNJ) stake by 11% in Q1 2026, selling an estimated $43.3K and leaving 1,585 shares worth $387K. The position accounts for 0.27% of the portfolio, ranked #52.

Kagan Cocozza Asset Management first reported a position in JNJ in Q4 2024 and has held it in 6 quarters since. 4,614 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

  • Kagan Cocozza Asset Management held 1,585 shares of Johnson & Johnson worth $387K as of Q1 2026.
  • Kagan Cocozza Asset Management sold 186 Johnson & Johnson shares in Q1 2026, an estimated $43.3K.
  • Johnson & Johnson made up 0.27% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #52 holding.
  • Kagan Cocozza Asset Management first reported a position in Johnson & Johnson in Q4 2024 and has held it in 6 quarters since.
  • 4,614 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.