KCM Capital’s Micron Technology MU Stock Holding History

KCM Capital’s Portfolio MU Stock Details MU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-560,000	Closed	-$19M	–	37
2026 Q1	$19M	Buy	+560,000	New	+$219M	3.06%	11

Other funds holding MU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KCM Capital's MU Position: Q2 2026 in Review

KCM Capital reduced its Micron Technology (MU) stake by 60% in Q2 2026, selling an estimated $67.5M and leaving 60,000 shares worth $69.3M. The position accounts for 11.21% of the portfolio, ranked #2.

KCM Capital first reported a position in MU in Q4 2025 and has held it in 3 quarters since. 3,289 funds tracked by Wall St. Rank hold MU as of Q2 2026.

KCM Capital held 60,000 shares of Micron Technology worth $69.3M as of Q2 2026.
KCM Capital sold 90,000 Micron Technology shares in Q2 2026, an estimated $67.5M.
Micron Technology made up 11.21% of KCM Capital's portfolio in Q2 2026, its #2 holding.
KCM Capital first reported a position in Micron Technology in Q4 2025 and has held it in 3 quarters since.
3,289 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on KCM Capital's 13F filing for Q2 2026, filed 12 Aug 2026.