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Summit Trail Advisors’s Kohl's KSS Stock Holding History

Summit Trail Advisors’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 		$569K Buy
44,072
+6,718
+18% +$113K 0.01% 1124
2025
Q4 		$762K Sell
37,354
-345
-0.9% -$6.46K 0.01% 949
2025
Q3 		$579K Sell
37,699
-572
-1% -$7.63K 0.01% 1033
2025
Q2 		$325K Buy
+38,271
New +$294K 0.01% 894
2018
Q1 		– Sell
-790
Closed -$52K – 1108
2017
Q4 		$52K Buy
+790
New +$36.4K 0.01% 809

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

Summit Trail Advisors's KSS Position: Q1 2026 in Review

Summit Trail Advisors increased its Kohl's (KSS) stake by 18% in Q1 2026, buying an estimated $113K and bringing the position to 44,072 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #1124.

Summit Trail Advisors first reported a position in KSS in Q4 2017 and has held it in 5 quarters since. The position peaked at $762K in Q4 2025. 368 funds tracked by Wall St. Rank hold KSS as of Q1 2026.

  • Summit Trail Advisors held 44,072 shares of Kohl's worth $569K as of Q1 2026.
  • Summit Trail Advisors bought 6,718 Kohl's shares in Q1 2026, an estimated $113K.
  • Kohl's made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1124 holding.
  • Summit Trail Advisors first reported a position in Kohl's in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Kohl's position peaked at $762K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held Kohl's as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.