KCM Investment Advisors’s AstraZeneca AZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$311K Sell
1,577
-2
-0.1% -$386 0.01% 339
2025
Q4
$290K Sell
1,579
-400
-20% -$70.2K 0.01% 335
2025
Q3
$304K Sell
1,979
-287
-13% -$43.4K 0.01% 323
2025
Q2
$317K Sell
2,266
-52
-2% -$7.29K 0.01% 316
2025
Q1
$341K Sell
2,318
-237
-9% -$34.3K 0.01% 295
2024
Q4
$335K Sell
2,555
-281
-10% -$39.3K 0.01% 298
2024
Q3
$442K Sell
2,836
-86
-3% -$13.9K 0.02% 276
2024
Q2
$456K Sell
2,922
-587
-17% -$88.3K 0.02% 264
2024
Q1
$475K Sell
3,509
-50
-1% -$6.62K 0.02% 261
2023
Q4
$479K Sell
3,559
-300
-8% -$39K 0.02% 257
2023
Q3
$523K Sell
3,859
-247
-6% -$33.7K 0.02% 244
2023
Q2
$588K Buy
4,106
+12
+0.3% +$1.77K 0.02% 243
2023
Q1
$568K Sell
4,094
-300
-7% -$40.4K 0.02% 255
2022
Q4
$596K Sell
4,394
-128
-3% -$16.1K 0.03% 248
2022
Q3
$496K Sell
4,522
-220
-5% -$27.9K 0.02% 249
2022
Q2
$627K Sell
4,742
-138
-3% -$18.1K 0.03% 236
2022
Q1
$647K Sell
4,880
-1,038
-18% -$124K 0.02% 250
2021
Q4
$689K Sell
5,918
-4,415
-43% -$519K 0.02% 256
2021
Q3
$1.24M Sell
10,333
-6,158
-37% -$717K 0.05% 192
2021
Q2
$1.98M Sell
16,491
-9,062
-35% -$994K 0.08% 160
2021
Q1
$2.54M Sell
25,553
-5,775
-18% -$581K 0.11% 133
2020
Q4
$3.13M Buy
31,328
+149
+0.5% +$15.8K 0.15% 112
2020
Q3
$3.42M Buy
31,179
+17,643
+130% +$1.96M 0.19% 95
2020
Q2
$1.43M Buy
13,536
+6,640
+96% +$686K 0.08% 149
2020
Q1
$616K Buy
6,896
+938
+16% +$88.3K 0.04% 194
2019
Q4
$594K Buy
+5,958
New +$561K 0.03% 225

Other funds holding AZN

KCM Investment Advisors's AZN Position: Q1 2026 in Review

KCM Investment Advisors reduced its AstraZeneca (AZN) stake by 0.13% in Q1 2026, selling an estimated $386 and leaving 1,577 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #339.

KCM Investment Advisors first reported a position in AZN in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.42M in Q3 2020. 1,377 funds tracked by Wall St. Rank hold AZN as of Q1 2026.

  • KCM Investment Advisors held 1,577 shares of AstraZeneca worth $311K as of Q1 2026.
  • KCM Investment Advisors sold 2 AstraZeneca shares in Q1 2026, an estimated $386.
  • AstraZeneca made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #339 holding.
  • KCM Investment Advisors first reported a position in AstraZeneca in Q4 2019 and has held it in 26 quarters since.
  • KCM Investment Advisors's AstraZeneca position peaked at $3.42M in Q3 2020.
  • 1,377 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.