MDGL β€” MADRIGAL PHARMACEUTICALS INC COM

Ownership history in Kozak & Associates, Inc.  Β·  5 quarters on record

AI Ownership Summary

Kozak & Associates, Inc. reported MADRIGAL PHARMACEUTICALS INC COM (MDGL) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows MDGL at 0.04% 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.

What this MDGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kozak & Associates, Inc.'s position in MADRIGAL PHARMACEUTICALS INC COM, 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
2026 Q1

MDGL was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Kozak & Associates, Inc. held MDGL β€” position size vs. price
% of Fund (quarterly)    MDGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 424 β€” 0% 0.04% $223K 2026-04-14 $524.99
2025 Q4 UNCHANGED 424 β€” 0% 0.04% $218K 2026-01-12 $510.53
2025 Q3 ADDED 424 +100 +30.9% 0.05% $235K 2025-11-18 $558.99
2025 Q2 UNCHANGED 324 β€” 0% 0.02% $100K 2025-07-10 $314.64
2025 Q1 INITIATED 324 β€” β€” 0.03% $104K 2025-04-15 $321.10

FAQ About Kozak & Associates, Inc. and MDGL

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

How long has Kozak & Associates, Inc. reported owning MDGL?

Kozak & Associates, Inc. reported MDGL across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MDGL position in Kozak & Associates, Inc.'s portfolio?

The largest reported portfolio weight for MDGL was 0.05% in 2025 Q3.

What is the latest reported MDGL position on this page?

The most recent filing on this page is 2026 Q1, when Kozak & Associates, Inc. reported 424 shares, equal to 0.04% of portfolio, with an estimated market value of $223K.

What does the chart on this MDGL ownership page compare?

The chart compares Kozak & Associates, Inc.'s quarterly MDGL 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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