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KCM INVESTMENT ADVISORS LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KCM INVESTMENT ADVISORS LLC on MSFT, newest first. How the timeline and the estimate are built.

KCM INVESTMENT ADVISORS LLC held 292,283 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 292,283 shares
    Change vs previous 13F +2,810 shares

    3.24% of the 13F portfolio, value $109,027,267.

    13F-HR 0001941040-26-000602 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 289,473 shares
    Change vs previous 13F -8,999 shares

    3.56% of the 13F portfolio, value $107,154,141.

    13F-HR 0001941040-26-000374 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 298,472 shares
    Change vs previous 13F -1,335 shares

    4.63% of the 13F portfolio, value $144,346,961.

    13F-HR 0001941040-26-000153 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 299,807 shares
    Change vs previous 13F +375 shares

    5% of the 13F portfolio, value $155,284,874.

    13F-HR 0001941040-25-000642 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 299,432 shares
    Change vs previous 13F -4,373 shares

    5% of the 13F portfolio, value $148,940,584.

    13F-HR 0001941040-25-000435 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 303,805 shares
    Change vs previous 13F -5,958 shares

    4.1% of the 13F portfolio, value $114,045,243.

    13F-HR 0001941040-25-000297 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 309,763 shares
    Change vs previous 13F -5,820 shares

    4.5% of the 13F portfolio, value $130,564,913.

    13F-HR 0001941040-25-000147 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 315,583 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $135,795,181.

    13F-HR 0001941040-24-000472 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).