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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return