Kozak & Associates’s Freeport-McMoran FCX Stock Holding History

Kozak & Associates’s Portfolio FCX Stock Details FCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24K	Hold	396	–	–	﹤0.01%	188
2026 Q1	$26.9K	Hold	396	–	–	0.01%	181
2025 Q4	$22.4K	Hold	396	–	–	﹤0.01%	187
2025 Q3	$15.4K	Buy	396 +195	+97%	+$8.46K	﹤0.01%	215
2025 Q2	$9.15K	Sell	201 -79	-28%	-$3K	﹤0.01%	253
2025 Q1	$9.46K	Hold	280	–	–	﹤0.01%	230
2024 Q4	$10.6K	Buy	280 +79	+39%	+$3.53K	﹤0.01%	236
2024 Q3	$9.63K	Hold	201	–	–	﹤0.01%	238
2024 Q2	$10.2K	Sell	201 -153	-43%	-$7.71K	﹤0.01%	223
2024 Q1	$18.4K	Buy	354 +1	+0.3%	+$40	﹤0.01%	186
2023 Q4	$13.7K	Buy	353 +1	+0.3%	+$37	﹤0.01%	208
2023 Q3	$12.9K	Buy	352 +152	+76%	+$6.12K	﹤0.01%	216
2023 Q2	$8.15K	Hold	200	–	–	﹤0.01%	247
2023 Q1	$8.18K	Hold	200	–	–	﹤0.01%	246
2022 Q4	$8K	Hold	200	–	–	﹤0.01%	238
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	257
2022 Q2	$6K	Buy	+200	New	+$8.01K	﹤0.01%	275

Other funds holding FCX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kozak & Associates's FCX Position: Q2 2026 in Review

Kozak & Associates held its Freeport-McMoran (FCX) position steady in Q2 2026 at 396 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Kozak & Associates first reported a position in FCX in Q2 2022 and has held it in 17 quarters since. The position peaked at $26.9K in Q1 2026. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Kozak & Associates held 396 shares of Freeport-McMoran worth $24K as of Q2 2026.
Kozak & Associates left its Freeport-McMoran share count unchanged in Q2 2026.
Freeport-McMoran made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #188 holding.
Kozak & Associates first reported a position in Freeport-McMoran in Q2 2022 and has held it in 17 quarters since.
Kozak & Associates's Freeport-McMoran position peaked at $26.9K in Q1 2026.
1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.