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KCM INVESTMENT ADVISORS LLC: STZ position timeline

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

KCM INVESTMENT ADVISORS LLC held 0 STZ shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,152 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 4,152 shares
    Change vs previous 13F +275 shares

    0.02% of the 13F portfolio, value $675,447.

    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).

  3. period ended2025-03-31
    13F 3,877 shares
    Change vs previous 13F +333 shares

    0.03% of the 13F portfolio, value $711,507.

    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).

  4. period ended2024-12-31
    13F 3,544 shares
    Change vs previous 13F +162 shares

    0.03% of the 13F portfolio, value $783,224.

    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).

  5. period ended2024-09-30
    13F 3,382 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $871,508.

    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).