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MOKAN Wealth Management’s Avery Dennison AVY Stock Holding History

MOKAN Wealth Management’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
6,576
+2,928
+80% +$477K 0.41% 51
2026
Q1 		$629K Sell
3,648
-7,477
-67% -$1.37M 0.28% 76
2025
Q4 		$2.02M Buy
11,125
+3,318
+43% +$574K 0.9% 28
2025
Q3 		$1.27M Buy
7,807
+318
+4% +$54.8K 0.64% 43
2025
Q2 		$1.31M Buy
+7,489
New +$1.31M 0.73% 43

Other funds holding AVY

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

MOKAN Wealth Management's AVY Position: Q2 2026 in Review

MOKAN Wealth Management increased its Avery Dennison (AVY) stake by 80% in Q2 2026, buying an estimated $477K and bringing the position to 6,576 shares worth $1.07M. The position accounts for 0.41% of the portfolio, ranked #51.

MOKAN Wealth Management first reported a position in AVY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.02M in Q4 2025. 281 funds tracked by Wall St. Rank hold AVY as of Q2 2026.

  • MOKAN Wealth Management held 6,576 shares of Avery Dennison worth $1.07M as of Q2 2026.
  • MOKAN Wealth Management bought 2,928 Avery Dennison shares in Q2 2026, an estimated $477K.
  • Avery Dennison made up 0.41% of MOKAN Wealth Management's portfolio in Q2 2026, its #51 holding.
  • MOKAN Wealth Management first reported a position in Avery Dennison in Q2 2025 and has held it in 5 quarters since.
  • MOKAN Wealth Management's Avery Dennison position peaked at $2.02M in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.