MOKAN Wealth Management’s Paychex PAYX Stock Holding History

MOKAN Wealth Management’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 Q2	$1.22M	Buy	12,441 +4,523	+57%	+$428K	0.47%	45
2026 Q1	$730K	Sell	7,918 -4,328	-35%	-$428K	0.32%	54
2025 Q4	$1.37M	Buy	12,246 +2,132	+21%	+$250K	0.61%	43
2025 Q3	$1.28M	Buy	10,114 +1,185	+13%	+$164K	0.64%	42
2025 Q2	$1.3M	Buy	8,929 +604	+7%	+$90.9K	0.73%	44
2025 Q1	$1.28M	Buy	8,325 +60	+0.7%	+$8.82K	0.77%	40
2024 Q4	$1.16M	Buy	+8,265	New	+$1.17M	0.74%	39

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

MOKAN Wealth Management increased its Paychex (PAYX) stake by 57% in Q2 2026, buying an estimated $428K and bringing the position to 12,441 shares worth $1.22M. The position accounts for 0.47% of the portfolio, ranked #45.

MOKAN Wealth Management first reported a position in PAYX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

MOKAN Wealth Management held 12,441 shares of Paychex worth $1.22M as of Q2 2026.
MOKAN Wealth Management bought 4,523 Paychex shares in Q2 2026, an estimated $428K.
Paychex made up 0.47% of MOKAN Wealth Management's portfolio in Q2 2026, its #45 holding.
MOKAN Wealth Management first reported a position in Paychex in Q4 2024 and has held it in 7 quarters since.
MOKAN Wealth Management's Paychex position peaked at $1.37M in Q4 2025.
1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

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