Kathmere Capital Management’s Honda HMC Stock Holding History

Kathmere Capital Management’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202K	Sell	8,298 -8,509	-51%	-$247K	0.01%	581
2025 Q4	$495K	Buy	16,807 +4,546	+37%	+$138K	0.03%	317
2025 Q3	$378K	Buy	12,261 +3,153	+35%	+$103K	0.03%	344
2025 Q2	$263K	Buy	9,108 +1,118	+14%	+$32.6K	0.02%	392
2025 Q1	$217K	Buy	+7,990	New	+$228K	0.02%	400
2024 Q4	–	Sell	-10,623	Closed	-$337K	–	422
2024 Q3	$337K	Sell	10,623 -1,189	-10%	-$37.7K	0.03%	273
2024 Q2	$381K	Sell	11,812 -1,958	-14%	-$66.3K	0.04%	215
2024 Q1	$513K	Buy	13,770 +170	+1%	+$5.84K	0.06%	164
2023 Q4	$420K	Sell	13,600 -166	-1%	-$5.24K	0.05%	163
2023 Q3	$463K	Buy	13,766 +1,506	+12%	+$48.4K	0.07%	130
2023 Q2	$372K	Buy	12,260 +3,688	+43%	+$104K	0.06%	140
2023 Q1	$227K	Buy	+8,572	New	+$215K	0.04%	183

Other funds holding HMC

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return