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Money Concepts Capital’s Kohl's KSS Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-13,420
Closed -$188K – 431
2024
Q4 		$188K Sell
13,420
-713
-5% -$12.3K 0.01% 397
2024
Q3 		$298K Buy
14,133
+101
+0.7% +$2.06K 0.02% 349
2024
Q2 		$323K Buy
14,032
+1,148
+9% +$27.7K 0.03% 322
2024
Q1 		$376K Buy
12,884
+303
+2% +$8.13K 0.03% 314
2023
Q4 		$361K Sell
12,581
-234
-2% -$5.49K 0.03% 314
2023
Q3 		$269K Buy
12,815
+1,780
+16% +$44.9K 0.03% 305
2023
Q2 		$254K Buy
11,035
+568
+5% +$12.3K 0.03% 323
2023
Q1 		$246K Buy
10,467
+2,555
+32% +$72.1K 0.01% 380
2022
Q4 		$200K Buy
7,912
+312
+4% +$8.84K 0.01% 685
2022
Q3 		$191K Buy
7,600
+3,544
+87% +$103K 0.01% 435
2022
Q2 		$116K Sell
4,056
-1,766
-30% -$86.6K 0.01% 535
2022
Q1 		$352K Sell
5,822
-28,150
-83% -$1.59M 0.02% 537
2021
Q4 		$1.68M Buy
+33,972
New +$1.74M 0.14% 149
2021
Q1 		$1.66M Buy
27,877
+2,047
+8% +$105K 0.13% 161
2020
Q4 		$1.05M Buy
+25,830
New +$751K 0.1% 180

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Money Concepts Capital's KSS Position: Q1 2025 in Review

Money Concepts Capital sold out of Kohl's (KSS) in Q1 2025, closing a stake of 13,420 shares — an estimated $188K sold.

Money Concepts Capital first reported a position in KSS in Q4 2020 and held it in 15 quarters. The position peaked at $1.68M in Q4 2021. 339 funds tracked by Wall St. Rank hold KSS as of Q1 2025.

  • Money Concepts Capital reported no remaining Kohl's position as of Q1 2025 after selling out during the quarter.
  • Money Concepts Capital sold 13,420 Kohl's shares in Q1 2025, an estimated $188K.
  • Money Concepts Capital first reported a position in Kohl's in Q4 2020 and held it in 15 quarters.
  • Money Concepts Capital's Kohl's position peaked at $1.68M in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Kohl's as of Q1 2025.

Based on Money Concepts Capital's 13F filing for Q1 2025, filed 24 Apr 2025.