L.M. Kohn & Company’s Nike NKE Stock Holding History

L.M. Kohn & Company’s Portfolio NKE Stock Details NKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,481	Closed	-$460K	–	229
2025 Q2	$460K	Sell	6,481 -1,223	-16%	-$73.4K	0.12%	146
2025 Q1	$489K	Sell	7,704 -1,484	-16%	-$109K	0.13%	149
2024 Q4	$695K	Buy	9,188 +160	+2%	+$12.6K	0.18%	111
2024 Q3	$798K	Buy	9,028 +223	+3%	+$17.5K	0.2%	106
2024 Q2	$664K	Sell	8,805 -287	-3%	-$26.7K	0.18%	115
2024 Q1	$854K	Buy	9,092 +194	+2%	+$19.7K	0.24%	90
2023 Q4	$966K	Sell	8,898 -277	-3%	-$29.8K	0.31%	69
2023 Q3	$877K	Buy	9,175 +1	+0%	+$103	0.32%	68
2023 Q2	$1.01M	Buy	9,174 +585	+7%	+$68.4K	0.38%	59
2023 Q1	$1.05M	Sell	8,589 -24	-0.3%	-$2.95K	0.44%	50
2022 Q4	$1.01M	Buy	8,613 +1	+0%	+$101	0.47%	51
2022 Q3	$716K	Buy	8,612 +36	+0.4%	+$3.88K	0.35%	69
2022 Q2	$877K	Buy	8,576 +1	+0%	+$118	0.41%	64
2022 Q1	$1.15M	Buy	+8,575	New	+$1.21M	0.44%	53

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return