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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Koss-Olinger Consulting's CHTR Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 610 shares — an estimated $250K sold.

Koss-Olinger Consulting first reported a position in CHTR in Q4 2022 and held it in 8 quarters. The position peaked at $276K in Q3 2023. 798 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Koss-Olinger Consulting reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 610 Charter Communications shares in Q4 2025, an estimated $250K.
Koss-Olinger Consulting first reported a position in Charter Communications in Q4 2022 and held it in 8 quarters.
Koss-Olinger Consulting's Charter Communications position peaked at $276K in Q3 2023.
798 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.