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Optimize Financial’s Kohl's KSS Stock Holding History

Optimize Financial’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
2026
Q1 		$547K Buy
42,383
+5,831
+16% +$98.3K 0.27% 85
2025
Q4 		$746K Buy
36,552
+524
+1% +$9.82K 0.38% 59
2025
Q3 		$554K Buy
+36,028
New +$480K 0.29% 97

Other funds holding KSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's KSS Position: Q1 2026 in Review

Optimize Financial increased its Kohl's (KSS) stake by 16% in Q1 2026, buying an estimated $98.3K and bringing the position to 42,383 shares worth $547K. The position accounts for 0.27% of the portfolio, ranked #85.

Optimize Financial first reported a position in KSS in Q3 2025 and has held it in 3 quarters since. The position peaked at $746K in Q4 2025. 368 funds tracked by Wall St. Rank hold KSS as of Q1 2026.

  • Optimize Financial held 42,383 shares of Kohl's worth $547K as of Q1 2026.
  • Optimize Financial bought 5,831 Kohl's shares in Q1 2026, an estimated $98.3K.
  • Kohl's made up 0.27% of Optimize Financial's portfolio in Q1 2026, its #85 holding.
  • Optimize Financial first reported a position in Kohl's in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Kohl's position peaked at $746K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Kohl's as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.