PFE PFIZER INC

Ownership history in KG&L Capital Management,LLC  ·  28 quarters on record

AI Ownership Summary

KG&L Capital Management,LLC reported PFIZER INC (PFE) in 28 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.7% in 2023 Q3. The latest visible filing shows PFE at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KG&L Capital Management,LLC's position in PFIZER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PFE was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KG&L Capital Management,LLC held PFE — position size vs. price
% of Fund (quarterly)    PFE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 23,910 -4,530 -15.9% 0.17% $620K 2025-10-22 $23.89
2025 Q2 REDUCED 28,440 -6,086 -17.6% 0.21% $701K 2025-07-17 $23.35
2025 Q1 REDUCED 34,526 -4,134 -10.7% 0.29% $885K 2025-04-23 $20.87
2024 Q4 REDUCED 38,660 -16,945 -30.5% 0.33% $1.0M 2025-01-24 $24.32
2024 Q3 REDUCED 55,605 -1,806 -3.1% 0.52% $1.6M 2024-10-29 $25.70
2024 Q2 REDUCED 57,411 -5,469 -8.7% 0.56% $1.6M 2024-07-23 $26.27
2024 Q1 ADDED 62,880 +7,060 +12.6% 0.70% $1.8M 2024-04-25 $22.16
2023 Q4 ADDED 55,820 +12,006 +27.4% 0.67% $1.6M 2024-01-24 $24.49
2023 Q3 REDUCED 43,814 -2,655 -5.7% 0.70% $1.5M 2023-10-19 $26.60
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KG&L Capital Management,LLC and PFE

These are the practical questions this page is built to answer before you even open the full history table.

How long has KG&L Capital Management,LLC reported owning PFE?

KG&L Capital Management,LLC reported PFE across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported PFE position in KG&L Capital Management,LLC's portfolio?

The largest reported portfolio weight for PFE was 0.70% in 2023 Q3.

What is the latest reported PFE position on this page?

The most recent filing on this page is 2025 Q3, when KG&L Capital Management,LLC reported 23,910 shares, equal to 0.17% of portfolio, with an estimated market value of $620K.

What does the chart on this PFE ownership page compare?

The chart compares KG&L Capital Management,LLC's quarterly PFE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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