Kagan Cocozza Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Kagan Cocozza Asset Management’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Sell	2,376 -8	-0.3%	-$4.89K	0.84%	19
2026 Q1	$1.36M	Buy	2,384 +8	+0.3%	+$5.13K	0.96%	17
2025 Q4	$1.57M	Sell	2,376 -2	-0.1%	-$1.34K	1.12%	17
2025 Q3	$1.75M	Sell	2,378 -14	-0.6%	-$10.4K	1.32%	16
2025 Q2	$1.77M	Sell	2,392 -15	-0.6%	-$9.27K	1.35%	16
2025 Q1	$1.39M	Hold	2,407	–	–	1.13%	17
2024 Q4	$1.41M	Buy	+2,407	New	+$1.41M	1.17%	17

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Kagan Cocozza Asset Management reduced its Meta Platforms (Facebook) (META) stake by 0.34% in Q2 2026, selling an estimated $4.89K and leaving 2,376 shares worth $1.34M. The position accounts for 0.84% of the portfolio, ranked #19.

Kagan Cocozza Asset Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Kagan Cocozza Asset Management held 2,376 shares of Meta Platforms (Facebook) worth $1.34M as of Q2 2026.
Kagan Cocozza Asset Management sold 8 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.89K.
Meta Platforms (Facebook) made up 0.84% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #19 holding.
Kagan Cocozza Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Kagan Cocozza Asset Management's Meta Platforms (Facebook) position peaked at $1.77M in Q2 2025.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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