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KG&L Capital Management’s Pfizer PFE Stock Holding History

KG&L Capital Management’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23,910
Closed -$620K – 238
2025
Q3 		$620K Sell
23,910
-4,530
-16% -$112K 0.17% 114
2025
Q2 		$701K Sell
28,440
-6,086
-18% -$142K 0.21% 95
2025
Q1 		$885K Sell
34,526
-4,134
-11% -$108K 0.29% 79
2024
Q4 		$1.03M Sell
38,660
-16,945
-30% -$460K 0.33% 66
2024
Q3 		$1.62M Sell
55,605
-1,806
-3% -$52.7K 0.52% 44
2024
Q2 		$1.61M Sell
57,411
-5,469
-9% -$151K 0.56% 38
2024
Q1 		$1.75M Buy
62,880
+7,060
+13% +$196K 0.7% 33
2023
Q4 		$1.61M Buy
55,820
+12,006
+27% +$363K 0.67% 34
2023
Q3 		$1.46M Sell
43,814
-2,655
-6% -$93.9K 0.7% 32
2023
Q2 		$1.7M Sell
46,469
-7,366
-14% -$287K 0.82% 26
2023
Q1 		$2.2M Buy
53,835
+24,146
+81% +$1.04M 1.15% 21
2022
Q4 		$1.52M Sell
29,689
-7,163
-19% -$343K 0.88% 24
2022
Q3 		$1.61M Buy
36,852
+15,338
+71% +$745K 0.91% 29
2022
Q2 		$1.13M Buy
21,514
+2,239
+12% +$114K 0.61% 42
2022
Q1 		$998K Sell
19,275
-1,394
-7% -$72.3K 0.42% 61
2021
Q4 		$1.22M Buy
20,669
+3,295
+19% +$163K 0.49% 57
2021
Q3 		$747K Sell
17,374
-70,809
-80% -$3.14M 0.33% 70
2021
Q2 		$3.45M Sell
88,183
-6,406
-7% -$249K 1.57% 15
2021
Q1 		$3.43M Buy
94,589
+9,247
+11% +$328K 1.71% 15
2020
Q4 		$3.14M Buy
85,342
+3,369
+4% +$124K 1.71% 15
2020
Q3 		$2.85M Buy
81,973
+2,195
+3% +$77K 1.79% 11
2020
Q2 		$2.48M Buy
79,778
+12,704
+19% +$432K 1.9% 11
2020
Q1 		$2.08M Buy
67,074
+8,303
+14% +$283K 2.07% 9
2019
Q4 		$2.18M Buy
58,771
+1,115
+2% +$39.7K 1.85% 9
2019
Q3 		$1.97M Buy
57,656
+19,003
+49% +$691K 1.78% 11
2019
Q2 		$1.59M Buy
38,653
+3,089
+9% +$123K 1.51% 14
2019
Q1 		$1.43M Buy
35,564
+6,385
+22% +$256K 1.44% 14
2018
Q4 		$1.21M Buy
+29,179
New +$1.21M 1.35% 15

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KG&L Capital Management's PFE Position: Q4 2025 in Review

KG&L Capital Management sold out of Pfizer (PFE) in Q4 2025, closing a stake of 23,910 shares — an estimated $620K sold.

KG&L Capital Management first reported a position in PFE in Q4 2018 and held it in 28 quarters. The position peaked at $3.45M in Q2 2021. 2,905 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • KG&L Capital Management reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • KG&L Capital Management sold 23,910 Pfizer shares in Q4 2025, an estimated $620K.
  • KG&L Capital Management first reported a position in Pfizer in Q4 2018 and held it in 28 quarters.
  • KG&L Capital Management's Pfizer position peaked at $3.45M in Q2 2021.
  • 2,905 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on KG&L Capital Management's 13F filing for Q4 2025, filed 23 Jan 2026.