KCM Investment Advisors’s Southwest Airlines LUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$313K	Buy	+6,094	New	+$256K	0.01%	345
2017 Q4	–	Sell	-3,766	Closed	-$211K	–	525
2017 Q3	$211K	Sell	3,766 -2,169	-37%	-$122K	0.01%	501
2017 Q2	$369K	Sell	5,935 -2,588	-30%	-$151K	0.02%	406
2017 Q1	$458K	Sell	8,523 -1,731	-17%	-$93.1K	0.03%	370
2016 Q4	$511K	Buy	10,254 +301	+3%	+$13.5K	0.03%	354
2016 Q3	$387K	Buy	9,953 +2,227	+29%	+$84.6K	0.03%	406
2016 Q2	$303K	Buy	7,726 +516	+7%	+$22.1K	0.02%	425
2016 Q1	$323K	Buy	7,210 +248	+4%	+$10.1K	0.02%	409
2015 Q4	$300K	Buy	+6,962	New	+$308K	0.02%	409

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

KCM Investment Advisors opened a new position in Southwest Airlines (LUV) in Q2 2026: 6,094 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: KCM Investment Advisors previously reported a position in LUV as recently as Q3 2017.

KCM Investment Advisors first reported a position in LUV in Q4 2015 and has held it in 9 quarters since. The position peaked at $511K in Q4 2016. 932 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

KCM Investment Advisors held 6,094 shares of Southwest Airlines worth $313K as of Q2 2026.
Southwest Airlines was a new KCM Investment Advisors position in Q2 2026.
Southwest Airlines made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #345 holding.
KCM Investment Advisors first reported a position in Southwest Airlines in Q4 2015 and has held it in 9 quarters since.
KCM Investment Advisors's Southwest Airlines position peaked at $511K in Q4 2016.
932 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

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