Kozak & Associates’s Honda HMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-143	Closed	-$4.15K	–	445
2025 Q3	$4.15K	Buy	+143	New	+$4.67K	﹤0.01%	326

Other funds holding HMC

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kozak & Associates's HMC Position: Q4 2025 in Review

Kozak & Associates sold out of Honda (HMC) in Q4 2025, closing a stake of 143 shares — an estimated $4.15K sold.

Kozak & Associates first reported a position in HMC in Q3 2025 and held it in 1 quarter. The position peaked at $4.15K in Q3 2025. 385 funds tracked by Wall St. Rank hold HMC as of Q4 2025.

Kozak & Associates reported no remaining Honda position as of Q4 2025 after selling out during the quarter.
Kozak & Associates sold 143 Honda shares in Q4 2025, an estimated $4.15K.
Kozak & Associates first reported a position in Honda in Q3 2025 and held it in 1 quarter.
Kozak & Associates's Honda position peaked at $4.15K in Q3 2025.
385 funds tracked by Wall St. Rank held Honda as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.