KCM Investment Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-639	Closed	-$291K	–	383
2025 Q1	$291K	Hold	639	–	–	0.01%	306
2024 Q4	$307K	Hold	639	–	–	0.01%	309
2024 Q3	$294K	Hold	639	–	–	0.01%	325
2024 Q2	$261K	Hold	639	–	–	0.01%	330
2024 Q1	$290K	Sell	639 -360	-36%	-$168K	0.01%	322
2023 Q4	$477K	Hold	999	–	–	0.02%	258
2023 Q3	$437K	Buy	999 +100	+11%	+$42.6K	0.02%	264
2023 Q2	$360K	Hold	899	–	–	0.01%	302
2023 Q1	$373K	Hold	899	–	–	0.02%	306
2022 Q4	$361K	Hold	899	–	–	0.02%	306
2022 Q3	$360K	Hold	899	–	–	0.02%	284
2022 Q2	$346K	Buy	899 +16	+2%	+$6.26K	0.02%	306
2022 Q1	$383K	Sell	883 -300	-25%	-$127K	0.01%	327
2021 Q4	$575K	Sell	1,183 -30	-2%	-$13.5K	0.02%	272
2021 Q3	$479K	Hold	1,213	–	–	0.02%	276
2021 Q2	$407K	Hold	1,213	–	–	0.02%	291
2021 Q1	$374K	Hold	1,213	–	–	0.02%	280
2020 Q4	$403K	Hold	1,213	–	–	0.02%	260
2020 Q3	$406K	Hold	1,213	–	–	0.02%	236
2020 Q2	$398K	Sell	1,213 -32	-3%	-$9.25K	0.02%	249
2020 Q1	$325K	Hold	1,245	–	–	0.02%	258
2019 Q4	$334K	Hold	1,245	–	–	0.02%	282
2019 Q3	$302K	Buy	1,245 +290	+30%	+$80.4K	0.02%	284
2019 Q2	$274K	Hold	955	–	–	0.02%	287
2019 Q1	$237K	Buy	+955	New	+$214K	0.02%	297
2018 Q4	–	Sell	-955	Closed	-$214K	–	486
2018 Q3	$214K	Buy	+955	New	+$207K	0.01%	493

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

KCM Investment Advisors's FDS Position: Q2 2025 in Review

KCM Investment Advisors sold out of Factset (FDS) in Q2 2025, closing a stake of 639 shares — an estimated $291K sold.

KCM Investment Advisors first reported a position in FDS in Q3 2018 and held it in 26 quarters. The position peaked at $575K in Q4 2021. 837 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

KCM Investment Advisors reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
KCM Investment Advisors sold 639 Factset shares in Q2 2025, an estimated $291K.
KCM Investment Advisors first reported a position in Factset in Q3 2018 and held it in 26 quarters.
KCM Investment Advisors's Factset position peaked at $575K in Q4 2021.
837 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on KCM Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.