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KCM Investment Advisors’s Carlisle Companies CSL Stock Holding History

KCM Investment Advisors’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9M Sell
57,619
-775
-1% -$271K 0.62% 43
2026
Q1 		$19.5M Sell
58,394
-40
-0.1% -$14.6K 0.65% 42
2025
Q4 		$18.7M Sell
58,434
-3,895
-6% -$1.26M 0.6% 41
2025
Q3 		$20.5M Buy
62,329
+2,372
+4% +$904K 0.66% 40
2025
Q2 		$22.4M Buy
59,957
+5,665
+10% +$2.1M 0.75% 38
2025
Q1 		$18.5M Buy
54,292
+39,330
+263% +$14.1M 0.66% 42
2024
Q4 		$5.52M Buy
14,962
+361
+2% +$157K 0.19% 89
2024
Q3 		$6.57M Buy
14,601
+12
+0.1% +$4.96K 0.22% 87
2024
Q2 		$5.91M Buy
14,589
+189
+1% +$76.1K 0.21% 84
2024
Q1 		$5.64M Buy
14,400
+50
+0.3% +$17K 0.21% 88
2023
Q4 		$4.48M Buy
14,350
+35
+0.2% +$9.64K 0.18% 101
2023
Q3 		$3.71M Buy
14,315
+254
+2% +$68.1K 0.16% 108
2023
Q2 		$3.61M Buy
14,061
+1,525
+12% +$338K 0.14% 115
2023
Q1 		$2.83M Buy
12,536
+3,535
+39% +$860K 0.11% 138
2022
Q4 		$2.12M Buy
9,001
+5,550
+161% +$1.43M 0.09% 151
2022
Q3 		$968K Buy
+3,451
New +$989K 0.04% 196
2022
Q1 		– Sell
-1,101
Closed -$273K – 411
2021
Q4 		$273K Hold
1,101
– – 0.01% 358
2021
Q3 		$219K Buy
+1,101
New +$222K 0.01% 367
2021
Q2 		– Sell
-1,500
Closed -$247K – 389
2021
Q1 		$247K Buy
+1,500
New +$230K 0.01% 333

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

KCM Investment Advisors reduced its Carlisle Companies (CSL) stake by 1.3% in Q2 2026, selling an estimated $271K and leaving 57,619 shares worth $20.9M. The position accounts for 0.62% of the portfolio, ranked #43.

KCM Investment Advisors first reported a position in CSL in Q1 2021 and has held it in 19 quarters since. The position peaked at $22.4M in Q2 2025. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • KCM Investment Advisors held 57,619 shares of Carlisle Companies worth $20.9M as of Q2 2026.
  • KCM Investment Advisors sold 775 Carlisle Companies shares in Q2 2026, an estimated $271K.
  • Carlisle Companies made up 0.62% of KCM Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • KCM Investment Advisors first reported a position in Carlisle Companies in Q1 2021 and has held it in 19 quarters since.
  • KCM Investment Advisors's Carlisle Companies position peaked at $22.4M in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

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