Question 1

Does AE Wealth Management own KOCT stock?

Accepted Answer

Yes. As of its Q2 2026 13F, AE Wealth Management holds 10,077 shares of KOCT, worth $376,477.

Question 2

How many shares of KOCT does AE Wealth Management own?

Accepted Answer

As of its Q2 2026 13F, AE Wealth Management holds 10,077 shares of KOCT.

Question 3

What is AE Wealth Management's KOCT position worth?

Accepted Answer

As of its Q2 2026 13F, AE Wealth Management's KOCT position is worth $376,477.

Question 4

Is AE Wealth Management buying or selling KOCT?

Accepted Answer

In Q2 2026, AE Wealth Management reduced its KOCT position by 300 shares (-2.9%).

Question 5

When did AE Wealth Management first buy KOCT?

Accepted Answer

AE Wealth Management first reported KOCT in its Q4 2024 13F and has listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	10,077	-2.9%	$376,477	0.0%	$37.36	0
2026-Q1	Unchanged	10,377	0.0%	$352,059	0.0%	$33.93	0
2025-Q4	Increased	10,377	+35.2%	$349,394	0.0%	$33.67	31
2025-Q3	Unchanged	7,676	0.0%	$253,462	0.0%	$33.02	0
2025-Q2	Unchanged	7,676	0.0%	$234,118	0.0%	$30.50	0
2025-Q1	Unchanged	7,676	0.0%	$224,660	0.0%	$29.27	0
2024-Q4	New	7,676	-	$234,655	0.0%	$30.57	32

KOCT7 quarters

KOCT
7 quarters