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Legacy Financial Advisors’s Kohl's KSS Stock Holding History

Legacy Financial Advisors’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,021
Closed -$205K – 380
2025
Q1 		$205K Buy
+25,021
New +$290K 0.03% 348
2024
Q4 		– Sell
-20,264
Closed -$428K – 360
2024
Q3 		$428K Sell
20,264
-480
-2% -$9.78K 0.07% 218
2024
Q2 		$477K Sell
20,744
-113
-0.5% -$2.73K 0.08% 181
2024
Q1 		$608K Buy
20,857
+73
+0.4% +$1.96K 0.11% 158
2023
Q4 		$596K Buy
+20,784
New +$487K 0.11% 142
2019
Q2 		– Sell
-267
Closed -$18K – 544
2019
Q1 		$18K Buy
267
+76
+40% +$5.16K 0.01% 475
2018
Q4 		$13K Buy
191
+169
+768% +$11.9K 0.01% 502
2018
Q3 		$1K Hold
22
– – ﹤0.01% 848
2018
Q2 		$2K Buy
+22
New +$1.47K ﹤0.01% 822

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Legacy Financial Advisors's KSS Position: Q2 2025 in Review

Legacy Financial Advisors sold out of Kohl's (KSS) in Q2 2025, closing a stake of 25,021 shares — an estimated $205K sold.

Legacy Financial Advisors first reported a position in KSS in Q2 2018 and held it in 9 quarters. The position peaked at $608K in Q1 2024. 341 funds tracked by Wall St. Rank hold KSS as of Q2 2025.

  • Legacy Financial Advisors reported no remaining Kohl's position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 25,021 Kohl's shares in Q2 2025, an estimated $205K.
  • Legacy Financial Advisors first reported a position in Kohl's in Q2 2018 and held it in 9 quarters.
  • Legacy Financial Advisors's Kohl's position peaked at $608K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held Kohl's as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.