Kagan Cocozza Asset Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$658K Sell
13,103
-2,810
-18% -$130K 0.46% 36
2025
Q4
$648K Buy
15,913
+429
+3% +$17.4K 0.46% 37
2025
Q3
$681K Sell
15,484
-192
-1% -$8.31K 0.52% 38
2025
Q2
$678K Sell
15,676
-927
-6% -$40.1K 0.52% 39
2025
Q1
$753K Buy
16,603
+524
+3% +$21.8K 0.62% 34
2024
Q4
$643K Buy
+16,079
New +$678K 0.53% 39

Other funds holding VZ

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

Kagan Cocozza Asset Management reduced its Verizon (VZ) stake by 18% in Q1 2026, selling an estimated $130K and leaving 13,103 shares worth $658K. The position accounts for 0.46% of the portfolio, ranked #36.

Kagan Cocozza Asset Management first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $753K in Q1 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Kagan Cocozza Asset Management held 13,103 shares of Verizon worth $658K as of Q1 2026.
  • Kagan Cocozza Asset Management sold 2,810 Verizon shares in Q1 2026, an estimated $130K.
  • Verizon made up 0.46% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #36 holding.
  • Kagan Cocozza Asset Management first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • Kagan Cocozza Asset Management's Verizon position peaked at $753K in Q1 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

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