Key Financial Inc’s Oatly Group OTLY Stock Holding History

Key Financial Inc’s Portfolio OTLY Stock Details OTLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47	Hold	5	–	–	﹤0.01%	1342
2026 Q1	$51	Hold	5	–	–	﹤0.01%	1375
2025 Q4	$53	Hold	5	–	–	﹤0.01%	1422
2025 Q3	$77	Hold	5	–	–	﹤0.01%	1434
2025 Q2	$59	Buy	+5	New	+$53	﹤0.01%	1416
2025 Q1	–	Sell	-5	Closed	-$66	–	1410
2024 Q4	$66	Hold	5	–	–	﹤0.01%	1367
2024 Q3	$85	Hold	5	–	–	﹤0.01%	1336
2024 Q2	$94	Hold	5	–	–	﹤0.01%	1315
2024 Q1	$113	Hold	5	–	–	﹤0.01%	1284
2023 Q4	$118	Hold	5	–	–	﹤0.01%	1286
2023 Q3	$90	Hold	5	–	–	﹤0.01%	1320
2023 Q2	$205	Buy	+5	New	+$204	﹤0.01%	1340

Other funds holding OTLY

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Maven Securities St Helier, Jersey $5.06B AUM 59.27% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Key Financial Inc's OTLY Position: Q2 2026 in Review

Key Financial Inc held its Oatly Group (OTLY) position steady in Q2 2026 at 5 shares worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Key Financial Inc first reported a position in OTLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $205 in Q2 2023. 62 funds tracked by Wall St. Rank hold OTLY as of Q2 2026.

Key Financial Inc held 5 shares of Oatly Group worth $47 as of Q2 2026.
Key Financial Inc left its Oatly Group share count unchanged in Q2 2026.
Oatly Group made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1342 holding.
Key Financial Inc first reported a position in Oatly Group in Q2 2023 and has held it in 12 quarters since.
Key Financial Inc's Oatly Group position peaked at $205 in Q2 2023.
62 funds tracked by Wall St. Rank held Oatly Group as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.