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Kagan Cocozza Asset Management’s Paychex PAYX Stock Holding History

Kagan Cocozza Asset Management’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Sell
2,222
-19
-0.8% -$1.8K 0.14% 64
2026
Q1 		$206K Buy
2,241
+89
+4% +$8.81K 0.15% 67
2025
Q4 		$241K Buy
2,152
+20
+0.9% +$2.34K 0.17% 58
2025
Q3 		$270K Sell
2,132
-3
-0.1% -$416 0.2% 58
2025
Q2 		$310K Sell
2,135
-143
-6% -$21.5K 0.24% 54
2025
Q1 		$351K Sell
2,278
-18
-0.8% -$2.65K 0.29% 51
2024
Q4 		$322K Buy
+2,296
New +$326K 0.27% 54

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Kagan Cocozza Asset Management reduced its Paychex (PAYX) stake by 0.85% in Q2 2026, selling an estimated $1.8K and leaving 2,222 shares worth $218K. The position accounts for 0.14% of the portfolio, ranked #64.

Kagan Cocozza Asset Management first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Kagan Cocozza Asset Management held 2,222 shares of Paychex worth $218K as of Q2 2026.
  • Kagan Cocozza Asset Management sold 19 Paychex shares in Q2 2026, an estimated $1.8K.
  • Paychex made up 0.14% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #64 holding.
  • Kagan Cocozza Asset Management first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
  • Kagan Cocozza Asset Management's Paychex position peaked at $351K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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