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Mount Yale Investment Advisors’s Kontoor Brands KTB Stock Holding History

Mount Yale Investment Advisors’s Portfolio KTB Stock Details KTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$256K Buy
+3,637
New +$238K 0.01% 961
2025
Q3 		– Sell
-271
Closed -$17.9K – 1175
2025
Q2 		$17.9K Buy
+271
New +$17.5K ﹤0.01% 1060
2021
Q3 		– Sell
-3,817
Closed -$215K – 479
2021
Q2 		$215K Buy
+3,817
New +$234K 0.03% 400

Other funds holding KTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mount Yale Investment Advisors's KTB Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Kontoor Brands (KTB) in Q1 2026: 3,637 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in KTB as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in KTB in Q2 2021 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold KTB as of Q1 2026.

  • Mount Yale Investment Advisors held 3,637 shares of Kontoor Brands worth $256K as of Q1 2026.
  • Kontoor Brands was a new Mount Yale Investment Advisors position in Q1 2026.
  • Kontoor Brands made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #961 holding.
  • Mount Yale Investment Advisors first reported a position in Kontoor Brands in Q2 2021 and has held it in 3 quarters since.
  • 407 funds tracked by Wall St. Rank held Kontoor Brands as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.