KOC
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Koss-Olinger Consulting’s Charter Communications CHTR Stock Holding History

Koss-Olinger Consulting’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-610
Closed -$250K – 283
2025
Q3 		$250K Hold
610
– – 0.02% 279
2025
Q2 		$250K Sell
610
-1
-0.2% -$383 0.02% 285
2025
Q1 		$225K Buy
+611
New +$219K 0.02% 286
2024
Q1 		– Sell
-627
Closed -$244K – 94
2023
Q4 		$244K Hold
627
– – 0.02% 267
2023
Q3 		$276K Hold
627
– – 0.04% 201
2023
Q2 		$230K Buy
627
+4
+0.6% +$1.36K 0.03% 228
2023
Q1 		$223K Sell
623
-17
-3% -$6.35K 0.03% 220
2022
Q4 		$217K Buy
+640
New +$225K 0.03% 200

Other funds holding CHTR

Dodge & Cox
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return