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Koss-Olinger Consulting’s Toyota TM Stock Holding History

Koss-Olinger Consulting’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$338K Sell
2,005
-45
-2% -$8.52K 0.03% 118
2026
Q1 		$422K Buy
+2,050
New +$463K 0.04% 168
2025
Q4 		– Sell
-11,461
Closed -$1.97M – 314
2025
Q3 		$1.97M Hold
11,461
– – 0.16% 72
2025
Q2 		$1.97M Buy
11,461
+500
+5% +$90.5K 0.16% 72
2025
Q1 		$1.94M Buy
+10,961
New +$2.04M 0.16% 72

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Koss-Olinger Consulting's TM Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its Toyota (TM) stake by 2.2% in Q2 2026, selling an estimated $8.52K and leaving 2,005 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #118.

Koss-Olinger Consulting first reported a position in TM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.97M in Q2 2025. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Koss-Olinger Consulting held 2,005 shares of Toyota worth $338K as of Q2 2026.
  • Koss-Olinger Consulting sold 45 Toyota shares in Q2 2026, an estimated $8.52K.
  • Toyota made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #118 holding.
  • Koss-Olinger Consulting first reported a position in Toyota in Q1 2025 and has held it in 5 quarters since.
  • Koss-Olinger Consulting's Toyota position peaked at $1.97M in Q2 2025.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.