Knights Of Columbus Asset Advisors Llc Activity Analysis: Significant Purchases and Sales in Q2 2026
A detailed look at the investment activities of Knights of Columbus Asset Advisors Llc during the second quarter of 2026, highlighting key holdings changes.
Knights Of Columbus Asset Advisors Llc has released its portfolio data for the period ending June 30th, 2026. This comprehensive filing provides valuable insights into the investment strategy and market movements observed during Q2.
Prominent Purchases in Q2
The investor demonstrated a clear focus on growth potential through several notable additions to its portfolio this quarter:
- Cahill Capital Corporation (CAH), adding shares with significant conviction.
- Goldman Sachs Technology Fund Inc. (GILD), reflecting confidence in the financial sector's tech arm.
- Coca-Cola Co. (KO), acquiring a substantial number of shares, boosting its portfolio allocation significantly from previous levels.
- TJX Companies Inc. (TJX), adding to this consumer-focused retailer.
- W P Carey & Co Inc. (WPC), making a major purchase, increasing its stake substantially and highlighting an interest in real estate investment trusts within the portfolio.
Significant Increases Observed
Beyond these new positions, Knights Of Columbus Asset Advisors Llc significantly increased its holdings in several existing stocks:
- The Honest Company Inc. (HNST), doubling down on this consumer brand.
- Omega Healthcare Investors Inc. (OHI), substantially increasing its position in the healthcare REIT sector, indicating strong confidence in that area.
Strategic Sales and Reductions
The portfolio also saw reductions across several sectors during Q2:
- Microsoft Corp (MSFT), experiencing a notable decrease in shares.
- Broadcom Inc. (AVGO), seeing its position reduced significantly, reflecting a shift away from this communications technology stock.
- Goldman Sachs Group Inc. (GS), exiting one of the largest holdings in its portfolio during Q2.
- JPMorgan Chase & Co. (JPM), also significantly reducing its position, though not completely exiting it.
Additionally, the investor sold or reduced positions in:
Overall Portfolio Shifts
The overall portfolio value stood at $1,965,960,994 as of June 30th, 2026. The investor maintained a diversified approach across various sectors but showed particular interest in real estate and consumer brands like KO.