KIA
AZN icon

KCM Investment Advisors’s AstraZeneca AZN Stock Holding History

KCM Investment Advisors’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$299K Hold
1,577
– – 0.01% 350
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

EP
Evelyn Partners London $46.9B AUM
IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KCM Investment Advisors's AZN Position: Q2 2026 in Review

KCM Investment Advisors held its AstraZeneca (AZN) position steady in Q2 2026 at 1,577 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #350.

KCM Investment Advisors first reported a position in AZN in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.42M in Q3 2020. 1,504 funds tracked by Wall St. Rank hold AZN as of Q2 2026.

  • KCM Investment Advisors held 1,577 shares of AstraZeneca worth $299K as of Q2 2026.
  • KCM Investment Advisors left its AstraZeneca share count unchanged in Q2 2026.
  • AstraZeneca made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #350 holding.
  • KCM Investment Advisors first reported a position in AstraZeneca in Q4 2019 and has held it in 27 quarters since.
  • KCM Investment Advisors's AstraZeneca position peaked at $3.42M in Q3 2020.
  • 1,504 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.