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Koss-Olinger Consulting’s Verizon VZ Stock Holding History

Koss-Olinger Consulting’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$598K Sell
14,125
-2,248
-14% -$105K 0.05% 79
2026
Q1 		$822K Buy
16,373
+7,815
+91% +$362K 0.07% 111
2025
Q4 		$349K Sell
8,558
-10,056
-54% -$408K 0.03% 202
2025
Q3 		$805K Sell
18,614
-332
-2% -$14.4K 0.07% 139
2025
Q2 		$820K Sell
18,946
-1,674
-8% -$72.5K 0.07% 138
2025
Q1 		$935K Sell
20,620
-38,342
-65% -$1.6M 0.08% 125
2024
Q4 		$2.36M Sell
58,962
-12,198
-17% -$515K 0.21% 56
2024
Q3 		$3.2M Sell
71,160
-4,109
-5% -$171K 0.28% 44
2024
Q2 		$3.1M Buy
+75,269
New +$3.03M 0.29% 43
2024
Q1 		– Sell
-58,074
Closed -$2.19M – 319
2023
Q4 		$2.19M Buy
58,074
+30,231
+109% +$1.07M 0.21% 51
2023
Q3 		$902K Buy
27,843
+12,783
+85% +$432K 0.13% 94
2023
Q2 		$560K Sell
15,060
-465
-3% -$17.2K 0.07% 125
2023
Q1 		$604K Buy
15,525
+187
+1% +$7.38K 0.08% 122
2022
Q4 		$604K Buy
+15,338
New +$578K 0.09% 111
2022
Q3 		– Sell
-4,244
Closed -$215K – 237
2022
Q2 		$215K Buy
+4,244
New +$215K 0.04% 160
2022
Q1 		– Sell
-4,192
Closed -$218K – 236
2021
Q4 		$218K Sell
4,192
-1,148
-21% -$59.9K 0.03% 176
2021
Q3 		$288K Sell
5,340
-3,794
-42% -$210K 0.05% 178
2021
Q2 		$512K Sell
9,134
-547
-6% -$31.4K 0.08% 133
2021
Q1 		$563K Buy
+9,681
New +$546K 0.1% 115

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Koss-Olinger Consulting reduced its Verizon (VZ) stake by 14% in Q2 2026, selling an estimated $105K and leaving 14,125 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #79.

Koss-Olinger Consulting first reported a position in VZ in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.2M in Q3 2024. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Koss-Olinger Consulting held 14,125 shares of Verizon worth $598K as of Q2 2026.
  • Koss-Olinger Consulting sold 2,248 Verizon shares in Q2 2026, an estimated $105K.
  • Verizon made up 0.05% of Koss-Olinger Consulting's portfolio in Q2 2026, its #79 holding.
  • Koss-Olinger Consulting first reported a position in Verizon in Q1 2021 and has held it in 19 quarters since.
  • Koss-Olinger Consulting's Verizon position peaked at $3.2M in Q3 2024.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

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