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KCM Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

KCM Investment Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$784K Buy
21,326
+43
+0.2% +$1.62K 0.02% 243
2026
Q1 		$805K Sell
21,283
-3,473
-14% -$123K 0.03% 225
2025
Q4 		$794K Buy
24,756
+108
+0.4% +$3.42K 0.03% 228
2025
Q3 		$771K Buy
24,648
+107
+0.4% +$3.38K 0.02% 233
2025
Q2 		$761K Sell
24,541
-779
-3% -$24.3K 0.03% 235
2025
Q1 		$864K Sell
25,320
-1,322
-5% -$44K 0.03% 216
2024
Q4 		$835K Buy
26,642
+3,729
+16% +$115K 0.03% 214
2024
Q3 		$667K Sell
22,913
-1,259
-5% -$36.8K 0.02% 244
2024
Q2 		$700K Buy
24,172
+96
+0.4% +$2.75K 0.03% 236
2024
Q1 		$703K Buy
24,076
+58
+0.2% +$1.59K 0.03% 237
2023
Q4 		$633K Buy
24,018
+3,066
+15% +$81.7K 0.03% 234
2023
Q3 		$573K Sell
20,952
-1,400
-6% -$37.4K 0.02% 236
2023
Q2 		$589K Sell
22,352
-3,412
-13% -$89.2K 0.02% 242
2023
Q1 		$667K Sell
25,764
-559
-2% -$14.4K 0.03% 237
2022
Q4 		$635K Buy
+26,323
New +$648K 0.03% 239
2022
Q3 		– Sell
-23,706
Closed -$578K – 387
2022
Q2 		$578K Buy
23,706
+5,079
+27% +$134K 0.03% 251
2022
Q1 		$481K Buy
18,627
+2,572
+16% +$62.4K 0.02% 289
2021
Q4 		$353K Buy
16,055
+4,705
+41% +$106K 0.01% 326
2021
Q3 		$246K Buy
11,350
+2,482
+28% +$56.4K 0.01% 351
2021
Q2 		$214K Buy
+8,868
New +$210K 0.01% 366
2019
Q2 		– Sell
-7,644
Closed -$222K – 327
2019
Q1 		$222K Sell
7,644
-2,400
-24% -$67K 0.01% 304
2018
Q4 		$247K Buy
10,044
+260
+3% +$6.96K 0.02% 440
2018
Q3 		$281K Hold
9,784
– – 0.02% 445
2018
Q2 		$271K Sell
9,784
-20,944
-68% -$573K 0.02% 452
2018
Q1 		$752K Sell
30,728
-1,840
-6% -$49K 0.05% 295
2017
Q4 		$863K Buy
32,568
+700
+2% +$17.7K 0.05% 278
2017
Q3 		$831K Buy
31,868
+2,000
+7% +$52.9K 0.05% 279
2017
Q2 		$809K Sell
29,868
-3,860
-11% -$105K 0.05% 275
2017
Q1 		$931K Sell
33,728
-4,733
-12% -$132K 0.06% 260
2016
Q4 		$1.04M Sell
38,461
-750
-2% -$19.5K 0.07% 246
2016
Q3 		$1.08M Sell
39,211
-1,840
-4% -$50.8K 0.07% 239
2016
Q2 		$1.2M Sell
41,051
-4,100
-9% -$110K 0.08% 227
2016
Q1 		$1.11M Buy
45,151
+3,539
+9% +$82.4K 0.08% 224
2015
Q4 		$1.06M Buy
41,612
+683
+2% +$17.7K 0.08% 225
2015
Q3 		$1.02M Sell
40,929
-808
-2% -$22.4K 0.08% 233
2015
Q2 		$1.25M Sell
41,737
-950
-2% -$31.1K 0.1% 223
2015
Q1 		$1.41M Sell
42,687
-78
-0.2% -$2.61K 0.11% 213
2014
Q4 		$1.54M Hold
42,765
– – 0.13% 197
2014
Q3 		$1.72M Sell
42,765
-8,001
-16% -$314K 0.16% 171
2014
Q2 		$1.99M Sell
50,766
-4,572
-8% -$169K 0.19% 149
2014
Q1 		$1.92M Sell
55,338
-448
-0.8% -$14.8K 0.2% 143
2013
Q4 		$1.85M Sell
55,786
-598
-1% -$18.6K 0.2% 141
2013
Q3 		$1.72M Buy
56,384
+2,782
+5% +$85.1K 0.21% 138
2013
Q2 		$1.67M Buy
+53,602
New +$1.62M 0.2% 141

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

KCM Investment Advisors increased its Enterprise Products Partners (EPD) stake by 0.2% in Q2 2026, buying an estimated $1.62K and bringing the position to 21,326 shares worth $784K. The position accounts for 0.02% of the portfolio, ranked #243.

KCM Investment Advisors first reported a position in EPD in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.99M in Q2 2014. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • KCM Investment Advisors held 21,326 shares of Enterprise Products Partners worth $784K as of Q2 2026.
  • KCM Investment Advisors bought 43 Enterprise Products Partners shares in Q2 2026, an estimated $1.62K.
  • Enterprise Products Partners made up 0.02% of KCM Investment Advisors's portfolio in Q2 2026, its #243 holding.
  • KCM Investment Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 44 quarters since.
  • KCM Investment Advisors's Enterprise Products Partners position peaked at $1.99M in Q2 2014.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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