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KPP Advisory Services’s Paychex PAYX Stock Holding History

KPP Advisory Services’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,825
Closed -$205K – 360
2025
Q4 		$205K Sell
1,825
-123
-6% -$14.4K 0.03% 318
2025
Q3 		$247K Sell
1,948
-5
-0.3% -$694 0.04% 303
2025
Q2 		$284K Sell
1,953
-2
-0.1% -$301 0.05% 262
2025
Q1 		$302K Sell
1,955
-43
-2% -$6.32K 0.06% 246
2024
Q4 		$280K Sell
1,998
-6
-0.3% -$852 0.07% 207
2024
Q3 		$269K Sell
2,004
-113
-5% -$14.3K 0.06% 211
2024
Q2 		$251K Hold
2,117
– – 0.07% 204
2024
Q1 		$260K Sell
2,117
-172
-8% -$20.9K 0.07% 200
2023
Q4 		$273K Sell
2,289
-4
-0.2% -$474 0.24% 109
2023
Q3 		$264K Buy
+2,293
New +$276K 0.09% 170

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KPP Advisory Services's PAYX Position: Q1 2026 in Review

KPP Advisory Services sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,825 shares — an estimated $205K sold.

KPP Advisory Services first reported a position in PAYX in Q3 2023 and held it in 10 quarters. The position peaked at $302K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • KPP Advisory Services reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • KPP Advisory Services sold 1,825 Paychex shares in Q1 2026, an estimated $205K.
  • KPP Advisory Services first reported a position in Paychex in Q3 2023 and held it in 10 quarters.
  • KPP Advisory Services's Paychex position peaked at $302K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.