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KCM Investment Advisors’s Carrier Global CARR Stock Holding History

KCM Investment Advisors’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$801K Buy
10,917
+3,205
+42% +$209K 0.02% 241
2026
Q1 		$434K Sell
7,712
-248
-3% -$14.7K 0.01% 290
2025
Q4 		$421K Sell
7,960
-1,758
-18% -$97.7K 0.01% 288
2025
Q3 		$580K Buy
9,718
+13
+0.1% +$883 0.02% 258
2025
Q2 		$710K Buy
9,705
+21
+0.2% +$1.43K 0.02% 240
2025
Q1 		$614K Sell
9,684
-11,423
-54% -$759K 0.02% 243
2024
Q4 		$1.44M Sell
21,107
-256
-1% -$19.3K 0.05% 184
2024
Q3 		$1.72M Buy
21,363
+297
+1% +$20.7K 0.06% 174
2024
Q2 		$1.33M Buy
21,066
+68
+0.3% +$4.17K 0.05% 190
2024
Q1 		$1.22M Sell
20,998
-1,189
-5% -$66.8K 0.05% 198
2023
Q4 		$1.27M Sell
22,187
-4,116
-16% -$218K 0.05% 189
2023
Q3 		$1.45M Sell
26,303
-95
-0.4% -$5.23K 0.06% 176
2023
Q2 		$1.31M Sell
26,398
-2,151
-8% -$94.6K 0.05% 190
2023
Q1 		$1.31M Sell
28,549
-1,223
-4% -$54.7K 0.05% 192
2022
Q4 		$1.23M Sell
29,772
-721
-2% -$29.3K 0.05% 194
2022
Q3 		$1.08M Sell
30,493
-2,953
-9% -$116K 0.05% 190
2022
Q2 		$1.19M Sell
33,446
-712
-2% -$27.9K 0.05% 194
2022
Q1 		$1.57M Sell
34,158
-1,258
-4% -$59.2K 0.06% 187
2021
Q4 		$1.92M Buy
35,416
+1,411
+4% +$76.2K 0.07% 174
2021
Q3 		$1.76M Buy
34,005
+4,188
+14% +$225K 0.07% 171
2021
Q2 		$1.45M Buy
29,817
+6,591
+28% +$295K 0.06% 180
2021
Q1 		$981K Buy
23,226
+9,433
+68% +$367K 0.04% 203
2020
Q4 		$520K Buy
13,793
+92
+0.7% +$3.33K 0.03% 234
2020
Q3 		$418K Sell
13,701
-1,988
-13% -$56.2K 0.02% 230
2020
Q2 		$349K Buy
+15,689
New +$292K 0.02% 263

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

KCM Investment Advisors increased its Carrier Global (CARR) stake by 42% in Q2 2026, buying an estimated $209K and bringing the position to 10,917 shares worth $801K. The position accounts for 0.02% of the portfolio, ranked #241.

KCM Investment Advisors first reported a position in CARR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.92M in Q4 2021. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • KCM Investment Advisors held 10,917 shares of Carrier Global worth $801K as of Q2 2026.
  • KCM Investment Advisors bought 3,205 Carrier Global shares in Q2 2026, an estimated $209K.
  • Carrier Global made up 0.02% of KCM Investment Advisors's portfolio in Q2 2026, its #241 holding.
  • KCM Investment Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 25 quarters since.
  • KCM Investment Advisors's Carrier Global position peaked at $1.92M in Q4 2021.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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