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KCM Investment Advisors’s Dow Inc DOW Stock Holding History

KCM Investment Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,858
Closed -$235K – 365
2024
Q4 		$235K Sell
5,858
-1,041
-15% -$48.6K 0.01% 336
2024
Q3 		$377K Sell
6,899
-89
-1% -$4.7K 0.01% 298
2024
Q2 		$371K Sell
6,988
-30
-0.4% -$1.71K 0.01% 290
2024
Q1 		$407K Sell
7,018
-177
-2% -$9.78K 0.02% 276
2023
Q4 		$395K Sell
7,195
-243
-3% -$12.4K 0.02% 277
2023
Q3 		$384K Sell
7,438
-1,825
-20% -$98K 0.02% 272
2023
Q2 		$493K Sell
9,263
-2,010
-18% -$107K 0.02% 263
2023
Q1 		$618K Buy
11,273
+52
+0.5% +$2.93K 0.03% 246
2022
Q4 		$565K Buy
11,221
+345
+3% +$16.9K 0.02% 255
2022
Q3 		$478K Buy
10,876
+896
+9% +$45.4K 0.02% 254
2022
Q2 		$515K Buy
9,980
+1,904
+24% +$122K 0.02% 258
2022
Q1 		$515K Buy
8,076
+2,233
+38% +$135K 0.02% 279
2021
Q4 		$331K Buy
5,843
+1,586
+37% +$90.4K 0.01% 334
2021
Q3 		$245K Hold
4,257
– – 0.01% 352
2021
Q2 		$269K Sell
4,257
-131
-3% -$8.65K 0.01% 338
2021
Q1 		$281K Buy
+4,388
New +$263K 0.01% 316
2020
Q2 		– Sell
-9,661
Closed -$282K – 341
2020
Q1 		$282K Sell
9,661
-1,375
-12% -$58.4K 0.02% 268
2019
Q4 		$604K Sell
11,036
-466
-4% -$24.1K 0.03% 221
2019
Q3 		$548K Sell
11,502
-3,660
-24% -$171K 0.03% 225
2019
Q2 		$748K Buy
+15,162
New +$800K 0.04% 198

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KCM Investment Advisors's DOW Position: Q1 2025 in Review

KCM Investment Advisors sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 5,858 shares — an estimated $235K sold.

KCM Investment Advisors first reported a position in DOW in Q2 2019 and held it in 20 quarters. The position peaked at $748K in Q2 2019. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • KCM Investment Advisors reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • KCM Investment Advisors sold 5,858 Dow Inc shares in Q1 2025, an estimated $235K.
  • KCM Investment Advisors first reported a position in Dow Inc in Q2 2019 and held it in 20 quarters.
  • KCM Investment Advisors's Dow Inc position peaked at $748K in Q2 2019.
  • 1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on KCM Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.