Optimist Retirement Group’s Kontoor Brands KTB Stock Holding History

Optimist Retirement Group’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 Q2	$298K	Hold	3,572	–	–	0.11%	98
2026 Q1	$251K	Hold	3,572	–	–	0.11%	99
2025 Q4	$218K	Hold	3,572	–	–	0.1%	106
2025 Q3	$285K	Hold	3,572	–	–	0.13%	90
2025 Q2	$236K	Hold	3,572	–	–	0.11%	103
2025 Q1	$229K	Buy	3,572 +809	+29%	+$62.7K	0.11%	98
2024 Q4	$236K	Sell	2,763 -1,220	-31%	-$105K	0.11%	100
2024 Q3	$326K	Hold	3,983	–	–	0.15%	62
2024 Q2	$263K	Sell	3,983 -1,915	-32%	-$125K	0.14%	61
2024 Q1	$355K	Hold	5,898	–	–	0.18%	55
2023 Q4	$368K	Buy	+5,898	New	+$303K	0.24%	51

Other funds holding KTB

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Optimist Retirement Group's KTB Position: Q2 2026 in Review

Optimist Retirement Group held its Kontoor Brands (KTB) position steady in Q2 2026 at 3,572 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #98.

Optimist Retirement Group first reported a position in KTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $368K in Q4 2023. 268 funds tracked by Wall St. Rank hold KTB as of Q2 2026.

Optimist Retirement Group held 3,572 shares of Kontoor Brands worth $298K as of Q2 2026.
Optimist Retirement Group left its Kontoor Brands share count unchanged in Q2 2026.
Kontoor Brands made up 0.11% of Optimist Retirement Group's portfolio in Q2 2026, its #98 holding.
Optimist Retirement Group first reported a position in Kontoor Brands in Q4 2023 and has held it in 11 quarters since.
Optimist Retirement Group's Kontoor Brands position peaked at $368K in Q4 2023.
268 funds tracked by Wall St. Rank held Kontoor Brands as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.