Strategic Planning Inc’s Kohl's KSS Stock Holding History

Strategic Planning Inc’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 Q3	–	Sell	-331,613	Closed	-$2.81M	–	57
2025 Q2	$2.81M	Sell	331,613 -1,771	-0.5%	-$13.6K	1.68%	25
2025 Q1	$2.73M	Buy	+333,384	New	+$3.87M	1.54%	27

Other funds holding KSS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Planning Inc's KSS Position: Q3 2025 in Review

Strategic Planning Inc sold out of Kohl's (KSS) in Q3 2025, closing a stake of 331,613 shares — an estimated $2.81M sold.

Strategic Planning Inc first reported a position in KSS in Q1 2025 and held it in 2 quarters. The position peaked at $2.81M in Q2 2025. 338 funds tracked by Wall St. Rank hold KSS as of Q3 2025.

Strategic Planning Inc reported no remaining Kohl's position as of Q3 2025 after selling out during the quarter.
Strategic Planning Inc sold 331,613 Kohl's shares in Q3 2025, an estimated $2.81M.
Strategic Planning Inc first reported a position in Kohl's in Q1 2025 and held it in 2 quarters.
Strategic Planning Inc's Kohl's position peaked at $2.81M in Q2 2025.
338 funds tracked by Wall St. Rank held Kohl's as of Q3 2025.

Based on Strategic Planning Inc's 13F filing for Q3 2025, filed 20 Oct 2025.