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KCM INVESTMENT ADVISORS LLC: XLY position timeline

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

KCM INVESTMENT ADVISORS LLC held 526,859 XLY 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 526,859 shares
    Change vs previous 13F +30,662 shares

    1.84% of the 13F portfolio, value $61,790,072.

    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 496,197 shares
    Change vs previous 13F +7,203 shares

    1.79% of the 13F portfolio, value $54,075,587.

    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 488,994 shares
    Change vs previous 13F +238,502 shares

    1.87% of the 13F portfolio, value $58,390,799.

    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 250,492 shares
    Change vs previous 13F -660 shares

    1.93% of the 13F portfolio, value $60,027,892.

    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 251,152 shares
    Change vs previous 13F +12,604 shares

    1.83% of the 13F portfolio, value $54,582,895.

    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 238,548 shares
    Change vs previous 13F +12,059 shares

    1.69% of the 13F portfolio, value $47,103,590.

    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 226,489 shares
    Change vs previous 13F -8,330 shares

    1.75% of the 13F portfolio, value $50,812,897.

    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 234,819 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $47,050,756.

    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).