KIA
CTRA

KCM Investment Advisors’s Coterra Energy CTRA Stock Holding History

KCM Investment Advisors’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$329K Buy
9,367
+140
+2% +$4.21K 0.01% 331
2025
Q4 		$243K Buy
9,227
+194
+2% +$4.89K 0.01% 362
2025
Q3 		$214K Buy
9,033
+151
+2% +$3.64K 0.01% 370
2025
Q2 		$225K Buy
8,882
+1,166
+15% +$29.6K 0.01% 354
2025
Q1 		$223K Buy
+7,716
New +$215K 0.01% 340

Other funds holding CTRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

KCM Investment Advisors increased its Coterra Energy (CTRA) stake by 1.5% in Q1 2026, buying an estimated $4.21K and bringing the position to 9,367 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #331.

KCM Investment Advisors first reported a position in CTRA in Q1 2025 and has held it in 5 quarters since. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • KCM Investment Advisors held 9,367 shares of Coterra Energy worth $329K as of Q1 2026.
  • KCM Investment Advisors bought 140 Coterra Energy shares in Q1 2026, an estimated $4.21K.
  • Coterra Energy made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #331 holding.
  • KCM Investment Advisors first reported a position in Coterra Energy in Q1 2025 and has held it in 5 quarters since.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

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