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KCM INVESTMENT ADVISORS LLC: XLP position timeline

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

KCM INVESTMENT ADVISORS LLC held 424,290 XLP 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 424,290 shares
    Change vs previous 13F +16,456 shares

    1.05% of the 13F portfolio, value $35,245,748.

    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 407,834 shares
    Change vs previous 13F -1,950 shares

    1.11% of the 13F portfolio, value $33,434,212.

    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 409,784 shares
    Change vs previous 13F -772 shares

    1.02% of the 13F portfolio, value $31,832,020.

    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 410,556 shares
    Change vs previous 13F +2,018 shares

    1.04% of the 13F portfolio, value $32,175,290.

    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 408,538 shares
    Change vs previous 13F -2,248 shares

    1.11% of the 13F portfolio, value $33,079,314.

    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 410,786 shares
    Change vs previous 13F -8,561 shares

    1.21% of the 13F portfolio, value $33,548,900.

    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 419,347 shares
    Change vs previous 13F -10,286 shares

    1.14% of the 13F portfolio, value $32,964,840.

    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 429,633 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $35,659,510.

    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).