MWM
TOST icon

MOKAN Wealth Management’s Toast TOST Stock Holding History

MOKAN Wealth Management’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-19,877
Closed -$527K – 122
2026
Q1 		$527K Buy
+19,877
New +$593K 0.23% 96

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SIMG
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Citigroup
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ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

MOKAN Wealth Management sold out of Toast (TOST) in Q2 2026, closing a stake of 19,877 shares — an estimated $527K sold.

MOKAN Wealth Management first reported a position in TOST in Q1 2026 and held it in 1 quarter. The position peaked at $527K in Q1 2026. 273 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • MOKAN Wealth Management reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 19,877 Toast shares in Q2 2026, an estimated $527K.
  • MOKAN Wealth Management first reported a position in Toast in Q1 2026 and held it in 1 quarter.
  • MOKAN Wealth Management's Toast position peaked at $527K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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