KCM
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Kathmere Capital Management’s AstraZeneca AZN Stock Holding History

Kathmere Capital Management’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$807K Sell
4,257
-1,430
-25% -$269K 0.04% 289
2026
Q1 		$1.12M Buy
5,687
+48
+0.9% +$9.26K 0.07% 197
2025
Q4 		$1.04M Buy
5,639
+206
+4% +$36.1K 0.07% 186
2025
Q3 		$834K Buy
5,433
+1,663
+44% +$252K 0.06% 204
2025
Q2 		$527K Sell
3,770
-875
-19% -$123K 0.04% 266
2025
Q1 		$683K Buy
4,645
+2,116
+84% +$306K 0.06% 192
2024
Q4 		$331K Sell
2,529
-581
-19% -$81.3K 0.03% 299
2024
Q3 		$485K Buy
3,110
+359
+13% +$58K 0.05% 213
2024
Q2 		$429K Buy
2,751
+718
+35% +$108K 0.05% 198
2024
Q1 		$275K Buy
2,033
+88
+5% +$11.7K 0.03% 247
2023
Q4 		$262K Sell
1,945
-628
-24% -$81.6K 0.03% 227
2023
Q3 		$348K Buy
2,573
+146
+6% +$19.9K 0.05% 169
2023
Q2 		$347K Buy
2,427
+179
+8% +$26.3K 0.05% 149
2023
Q1 		$312K Buy
2,248
+36
+2% +$4.84K 0.05% 149
2022
Q4 		$300K Buy
2,212
+27
+1% +$3.39K 0.05% 144
2022
Q3 		$240K Sell
2,185
-213
-9% -$27K 0.05% 138
2022
Q2 		$317K Sell
2,398
-282
-11% -$37K 0.06% 116
2022
Q1 		$356K Buy
+2,680
New +$321K 0.06% 109
2021
Q4 		– Sell
-2,014
Closed -$242K – 140
2021
Q3 		$242K Buy
+2,014
New +$234K 0.04% 129
2021
Q1 		– Sell
-806
Closed -$81K – 149
2020
Q4 		$81K Hold
806
– – 0.02% 202
2020
Q3 		$88K Buy
+806
New +$89.6K 0.02% 190

Other funds holding AZN

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kathmere Capital Management's AZN Position: Q2 2026 in Review

Kathmere Capital Management reduced its AstraZeneca (AZN) stake by 25% in Q2 2026, selling an estimated $269K and leaving 4,257 shares worth $807K. The position accounts for 0.04% of the portfolio, ranked #289.

Kathmere Capital Management first reported a position in AZN in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.12M in Q1 2026. 1,495 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • Kathmere Capital Management held 4,257 shares of AstraZeneca worth $807K as of Q2 2026.
  • Kathmere Capital Management sold 1,430 AstraZeneca shares in Q2 2026, an estimated $269K.
  • AstraZeneca made up 0.04% of Kathmere Capital Management's portfolio in Q2 2026, its #289 holding.
  • Kathmere Capital Management first reported a position in AstraZeneca in Q3 2020 and has held it in 21 quarters since.
  • Kathmere Capital Management's AstraZeneca position peaked at $1.12M in Q1 2026.
  • 1,495 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.