KCM Investment Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

KCM Investment Advisors’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.21M	Hold	50,674	–	–	0.15%	95
2026 Q1	$4.73M	Buy	50,674 +42	+0.1%	+$4.21K	0.16%	95
2025 Q4	$5.17M	Hold	50,632	–	–	0.17%	96
2025 Q3	$5.21M	Hold	50,632	–	–	0.17%	92
2025 Q2	$4.76M	Sell	50,632 -45	-0.1%	-$3.96K	0.16%	97
2025 Q1	$4.28M	Hold	50,677	–	–	0.15%	102
2024 Q4	$4.94M	Hold	50,677	–	–	0.17%	98
2024 Q3	$4.48M	Hold	50,677	–	–	0.15%	103
2024 Q2	$4.11M	Hold	50,677	–	–	0.15%	104
2024 Q1	$4.18M	Buy	50,677 +270	+0.5%	+$21.4K	0.15%	107
2023 Q4	$3.98M	Sell	50,407 -243	-0.5%	-$17.6K	0.16%	112
2023 Q3	$3.54M	Buy	50,650 +312	+0.6%	+$22.9K	0.15%	111
2023 Q2	$3.69M	Buy	50,338 +28	+0.1%	+$1.87K	0.15%	112
2023 Q1	$3.29M	Buy	50,310 +239	+0.5%	+$15.1K	0.13%	125
2022 Q4	$2.84M	Sell	50,071 -23,825	-32%	-$1.45M	0.12%	135
2022 Q3	$4.5M	Sell	73,896 -28	-0%	-$1.87K	0.21%	102
2022 Q2	$4.35M	Buy	+73,924	New	+$5M	0.19%	104
2022 Q1	–	Sell	-6,317	Closed	-$558K	–	418
2021 Q4	$558K	Buy	+6,317	New	+$550K	0.02%	276

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

KCM Investment Advisors held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 50,674 shares worth $5.21M. The position accounts for 0.15% of the portfolio, ranked #95.

KCM Investment Advisors first reported a position in FDIS in Q4 2021 and has held it in 18 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

KCM Investment Advisors held 50,674 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $5.21M as of Q2 2026.
KCM Investment Advisors left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.15% of KCM Investment Advisors's portfolio in Q2 2026, its #95 holding.
KCM Investment Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 18 quarters since.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

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