KCM Investment Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$846K	Hold	9,967	–	–	0.03%	222
2025 Q4	$911K	Hold	9,967	–	–	0.03%	224
2025 Q3	$888K	Hold	9,967	–	–	0.03%	221
2025 Q2	$798K	Hold	9,967	–	–	0.03%	227
2025 Q1	$678K	Hold	9,967	–	–	0.02%	236
2024 Q4	$758K	Hold	9,967	–	–	0.03%	228
2024 Q3	$714K	Hold	9,967	–	–	0.02%	237
2024 Q2	$697K	Buy	+9,967	New	+$653K	0.03%	237

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

KCM Investment Advisors's ONEQ Position: Q1 2026 in Review

KCM Investment Advisors held its Fidelity Nasdaq Composite Index ETF (ONEQ) position steady in Q1 2026 at 9,967 shares worth $846K. The position accounts for 0.03% of the portfolio, ranked #222.

KCM Investment Advisors first reported a position in ONEQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $911K in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

KCM Investment Advisors held 9,967 shares of Fidelity Nasdaq Composite Index ETF worth $846K as of Q1 2026.
KCM Investment Advisors left its Fidelity Nasdaq Composite Index ETF share count unchanged in Q1 2026.
Fidelity Nasdaq Composite Index ETF made up 0.03% of KCM Investment Advisors's portfolio in Q1 2026, its #222 holding.
KCM Investment Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2024 and has held it in 8 quarters since.
KCM Investment Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $911K in Q4 2025.
392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.