KHC
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Koesten Hirschmann & Crabtree’s Ares Management ARES Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-397
Closed -$68.8K – 271
2025
Q2 		$68.8K Hold
397
– – 0.04% 70
2025
Q1 		$58.2K Hold
397
– – 0.03% 75
2024
Q4 		$70.3K Hold
397
– – 0.04% 68
2024
Q3 		$61.9K Sell
397
-128
-24% -$18.6K 0.04% 70
2024
Q2 		$69.8K Hold
525
– – 0.04% 70
2024
Q1 		$69.8K Hold
525
– – 0.04% 70
2023
Q4 		$62.4K Sell
525
-179
-25% -$19.4K 0.04% 63
2023
Q3 		$72.4K Hold
704
– – 0.06% 45
2023
Q2 		$67.8K Sell
704
-251
-26% -$21.7K 0.05% 49
2023
Q1 		$79.7K Hold
955
– – 0.06% 47
2022
Q4 		$65.4K Buy
+955
New +$68.9K 0.05% 54

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return