KFI
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Key Financial Inc’s Valvoline VVV Stock Holding History

Key Financial Inc’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Hold
2,681
– – 0.02% 414
2026
Q1 		$90.3K Hold
2,681
– – 0.02% 415
2025
Q4 		$77.9K Hold
2,681
– – 0.01% 439
2025
Q3 		$96K Hold
2,681
– – 0.02% 403
2025
Q2 		$102K Hold
2,681
– – 0.02% 382
2025
Q1 		$93.3K Hold
2,681
– – 0.02% 371
2024
Q4 		$97K Hold
2,681
– – 0.02% 361
2024
Q3 		$112K Hold
2,681
– – 0.02% 336
2024
Q2 		$116K Hold
2,681
– – 0.03% 315
2024
Q1 		$119K Hold
2,681
– – 0.03% 288
2023
Q4 		$101K Hold
2,681
– – 0.03% 312
2023
Q3 		$86.4K Hold
2,681
– – 0.03% 323
2023
Q2 		$101K Hold
2,681
– – 0.03% 292
2023
Q1 		$93.7K Hold
2,681
– – 0.03% 298
2022
Q4 		$67.9K Hold
2,681
– – 0.03% 313
2022
Q3 		$68K Hold
2,681
– – 0.03% 316
2022
Q2 		$79K Hold
2,681
– – 0.04% 285
2022
Q1 		$85K Hold
2,681
– – 0.04% 283
2021
Q4 		$100K Hold
2,681
– – 0.05% 238
2021
Q3 		$84K Hold
2,681
– – 0.05% 247
2021
Q2 		$82K Buy
2,681
+2,492
+1,319% +$77.5K 0.05% 268
2021
Q1 		$5K Hold
189
– – ﹤0.01% 606
2020
Q4 		$4K Buy
+189
New +$4.09K ﹤0.01% 595
2020
Q2 		– Sell
-189
Closed -$3K – 636
2020
Q1 		$3K Buy
+189
New +$3.62K ﹤0.01% 580

Other funds holding VVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Key Financial Inc held its Valvoline (VVV) position steady in Q2 2026 at 2,681 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #414.

Key Financial Inc first reported a position in VVV in Q1 2020 and has held it in 24 quarters since. The position peaked at $119K in Q1 2024. 453 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Key Financial Inc held 2,681 shares of Valvoline worth $106K as of Q2 2026.
  • Key Financial Inc left its Valvoline share count unchanged in Q2 2026.
  • Valvoline made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #414 holding.
  • Key Financial Inc first reported a position in Valvoline in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Valvoline position peaked at $119K in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

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