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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kagan Cocozza Asset Management increased its Paychex (PAYX) stake by 4.1% in Q1 2026, buying an estimated $8.81K and bringing the position to 2,241 shares worth $206K. The position accounts for 0.15% of the portfolio, ranked #67.

Kagan Cocozza Asset Management first reported a position in PAYX in Q4 2024 and has held it in 6 quarters since. The position peaked at $351K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Kagan Cocozza Asset Management held 2,241 shares of Paychex worth $206K as of Q1 2026.
  • Kagan Cocozza Asset Management bought 89 Paychex shares in Q1 2026, an estimated $8.81K.
  • Paychex made up 0.15% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #67 holding.
  • Kagan Cocozza Asset Management first reported a position in Paychex in Q4 2024 and has held it in 6 quarters since.
  • Kagan Cocozza Asset Management's Paychex position peaked at $351K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

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