KCAM
PFE icon

Kagan Cocozza Asset Management’s Pfizer PFE Stock Holding History

Kagan Cocozza Asset Management’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311K Sell
12,911
-1,828
-12% -$47.8K 0.19% 56
2026
Q1 		$414K Sell
14,739
-1,122
-7% -$29.9K 0.29% 48
2025
Q4 		$395K Sell
15,861
-990
-6% -$25K 0.28% 49
2025
Q3 		$429K Sell
16,851
-235
-1% -$5.8K 0.33% 46
2025
Q2 		$414K Buy
17,086
+1,273
+8% +$29.7K 0.32% 45
2025
Q1 		$401K Sell
15,813
-97
-0.6% -$2.54K 0.33% 48
2024
Q4 		$422K Buy
+15,910
New +$432K 0.35% 46

Other funds holding PFE

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Kagan Cocozza Asset Management reduced its Pfizer (PFE) stake by 12% in Q2 2026, selling an estimated $47.8K and leaving 12,911 shares worth $311K. The position accounts for 0.19% of the portfolio, ranked #56.

Kagan Cocozza Asset Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q3 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Kagan Cocozza Asset Management held 12,911 shares of Pfizer worth $311K as of Q2 2026.
  • Kagan Cocozza Asset Management sold 1,828 Pfizer shares in Q2 2026, an estimated $47.8K.
  • Pfizer made up 0.19% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #56 holding.
  • Kagan Cocozza Asset Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Kagan Cocozza Asset Management's Pfizer position peaked at $429K in Q3 2025.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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