OF
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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
Q2 		$748K Sell
42,236
-147
-0.3% -$2.18K 0.27% 51
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's KSS Position: Q2 2026 in Review

Optimize Financial reduced its Kohl's (KSS) stake by 0.35% in Q2 2026, selling an estimated $2.18K and leaving 42,236 shares worth $748K. The position accounts for 0.27% of the portfolio, ranked #51.

Optimize Financial first reported a position in KSS in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold KSS as of Q2 2026.

  • Optimize Financial held 42,236 shares of Kohl's worth $748K as of Q2 2026.
  • Optimize Financial sold 147 Kohl's shares in Q2 2026, an estimated $2.18K.
  • Kohl's made up 0.27% of Optimize Financial's portfolio in Q2 2026, its #51 holding.
  • Optimize Financial first reported a position in Kohl's in Q3 2025 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held Kohl's as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.