KAGAN COCOZZA ASSET MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 15K | $413.87K |
 | VZ | 13K | $657.77K |
 | KO | 10K | $753.12K |
 | AFL | 8K | $906.34K |
 | ED | 8K | $934.41K |
 | SYY | 8K | $566.76K |
 | WFC | 8K | $630.35K |
 | KMB | 7K | $629.76K |
 | TGT | 6K | $726.75K |
 | AAPL | 6K | $1.51M |
 | BAC | 6K | $289.23K |
 | PG | 5K | $705.45K |
 | GOOG | 3K | $891.56K |
 | ADP | 3K | $629.35K |
 | XOM | 3K | $490.83K |
 | LLY | 2K | $2.21M |
 | META | 2K | $1.36M |
 | PAYX | 2K | $206.44K |
 | CVX | 2K | $369.49K |
 | DUK | 2K | $232.42K |
Pfizer Inc.
PFE
Shares Held
15K
Value
$413.87K
Verizon Communications Inc.
VZ
Shares Held
13K
Value
$657.77K
The Coca-Cola Company
KO
Shares Held
10K
Value
$753.12K
Aflac Incorporated
AFL
Shares Held
8K
Value
$906.34K
Consolidated Edison, Inc.
ED
Shares Held
8K
Value
$934.41K
Sysco Corporation
SYY
Shares Held
8K
Value
$566.76K
Wells Fargo & Company
WFC
Shares Held
8K
Value
$630.35K
Kimberly-Clark Corporation
KMB
Shares Held
7K
Value
$629.76K
Target Corporation
TGT
Shares Held
6K
Value
$726.75K
Apple Inc.
AAPL
Shares Held
6K
Value
$1.51M
Bank of America Corporation
BAC
Shares Held
6K
Value
$289.23K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$705.45K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$891.56K
Automatic Data Processing, Inc.
ADP
Shares Held
3K
Value
$629.35K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$490.83K
Eli Lilly and Company
LLY
Shares Held
2K
Value
$2.21M
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.36M
Paychex, Inc.
PAYX
Shares Held
2K
Value
$206.44K
Chevron Corporation
CVX
Shares Held
2K
Value
$369.49K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$232.42K