M&G plc’s Kosmos Energy KOS Stock Holding History

M&G plc’s Portfolio KOS Stock Details KOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8M	Buy	7,409,687 +377,815	+5%	+$1.05M	0.07%	166
2026 Q1	$21.1M	Sell	7,031,872 -1,705,051	-20%	-$3.21M	0.11%	122
2025 Q4	$8.74M	Buy	8,736,923 +758,779	+10%	+$1M	0.04%	226
2025 Q3	$16M	Buy	7,978,144 +2,210,302	+38%	+$4.13M	0.08%	143
2025 Q2	$11.5M	Sell	5,767,842 -1,106,866	-16%	-$2M	0.06%	181
2025 Q1	$13.7M	Buy	6,874,708 +648,111	+10%	+$1.91M	0.07%	162
2024 Q4	$18.7M	Buy	6,226,597 +314,753	+5%	+$1.2M	0.12%	142
2024 Q3	$23.6M	Buy	5,911,844 +983,623	+20%	+$4.79M	0.09%	134
2024 Q2	$29.6M	Buy	4,928,221 +1,461,552	+42%	+$8.52M	0.12%	117
2024 Q1	$20.8M	Buy	+3,466,669	New	+$20.8M	0.08%	126

Other funds holding KOS

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

EPIM

Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

M&G plc's KOS Position: Q2 2026 in Review

M&G plc increased its Kosmos Energy (KOS) stake by 5.4% in Q2 2026, buying an estimated $1.05M and bringing the position to 7,409,687 shares worth $14.8M. The position accounts for 0.07% of the portfolio, ranked #166.

M&G plc first reported a position in KOS in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.6M in Q2 2024. 267 funds tracked by Wall St. Rank hold KOS as of Q2 2026.

M&G plc held 7,409,687 shares of Kosmos Energy worth $14.8M as of Q2 2026.
M&G plc bought 377,815 Kosmos Energy shares in Q2 2026, an estimated $1.05M.
Kosmos Energy made up 0.07% of M&G plc's portfolio in Q2 2026, its #166 holding.
M&G plc first reported a position in Kosmos Energy in Q1 2024 and has held it in 10 quarters since.
M&G plc's Kosmos Energy position peaked at $29.6M in Q2 2024.
267 funds tracked by Wall St. Rank held Kosmos Energy as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.