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KCM Investment Advisors’s Oracle ORCL Stock Holding History

KCM Investment Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.02M Sell
20,533
-323
-2% -$52.5K 0.1% 124
2025
Q4 		$4.07M Sell
20,856
-1,464
-7% -$349K 0.13% 106
2025
Q3 		$6.28M Buy
22,320
+707
+3% +$180K 0.2% 83
2025
Q2 		$4.73M Buy
21,613
+891
+4% +$144K 0.16% 99
2025
Q1 		$2.9M Buy
20,722
+384
+2% +$62.5K 0.1% 131
2024
Q4 		$3.39M Sell
20,338
-367
-2% -$65.2K 0.12% 123
2024
Q3 		$3.53M Buy
20,705
+833
+4% +$121K 0.12% 121
2024
Q2 		$2.81M Buy
19,872
+271
+1% +$33.7K 0.1% 127
2024
Q1 		$2.46M Sell
19,601
-668
-3% -$76.5K 0.09% 137
2023
Q4 		$2.14M Sell
20,269
-1,279
-6% -$140K 0.09% 147
2023
Q3 		$2.28M Sell
21,548
-1,435
-6% -$166K 0.1% 139
2023
Q2 		$2.74M Sell
22,983
-4,078
-15% -$422K 0.11% 133
2023
Q1 		$2.51M Sell
27,061
-349
-1% -$30.6K 0.1% 148
2022
Q4 		$2.24M Sell
27,410
-2,572
-9% -$195K 0.1% 148
2022
Q3 		$1.83M Sell
29,982
-636
-2% -$46.6K 0.08% 157
2022
Q2 		$2.14M Buy
30,618
+1,337
+5% +$97.9K 0.09% 149
2022
Q1 		$2.42M Sell
29,281
-2,053
-7% -$166K 0.09% 151
2021
Q4 		$2.73M Sell
31,334
-9,647
-24% -$906K 0.1% 152
2021
Q3 		$3.57M Buy
40,981
+293
+0.7% +$25.9K 0.14% 114
2021
Q2 		$3.17M Buy
40,688
+345
+0.9% +$27K 0.13% 123
2021
Q1 		$2.83M Buy
40,343
+305
+0.8% +$19.7K 0.13% 125
2020
Q4 		$2.59M Sell
40,038
-2,742
-6% -$163K 0.12% 120
2020
Q3 		$2.55M Sell
42,780
-635
-1% -$36.1K 0.14% 112
2020
Q2 		$2.4M Sell
43,415
-1,220
-3% -$64.6K 0.14% 118
2020
Q1 		$2.16M Sell
44,635
-1,536
-3% -$79.3K 0.15% 110
2019
Q4 		$2.45M Sell
46,171
-1,164
-2% -$64.1K 0.13% 124
2019
Q3 		$2.6M Sell
47,335
-1,534
-3% -$84.7K 0.15% 114
2019
Q2 		$2.78M Sell
48,869
-950
-2% -$51.4K 0.17% 110
2019
Q1 		$2.68M Sell
49,819
-2,997
-6% -$153K 0.17% 118
2018
Q4 		$2.38M Sell
52,816
-1,738
-3% -$83.3K 0.16% 128
2018
Q3 		$2.81M Sell
54,554
-16,963
-24% -$824K 0.16% 121
2018
Q2 		$3.15M Sell
71,517
-3,038
-4% -$140K 0.19% 111
2018
Q1 		$3.41M Sell
74,555
-9,614
-11% -$478K 0.21% 110
2017
Q4 		$3.98M Sell
84,169
-1,380
-2% -$67.7K 0.23% 106
2017
Q3 		$4.14M Sell
85,549
-2,466
-3% -$123K 0.25% 102
2017
Q2 		$4.41M Sell
88,015
-275
-0.3% -$12.5K 0.28% 95
2017
Q1 		$3.94M Sell
88,290
-10,234
-10% -$426K 0.25% 105
2016
Q4 		$3.79M Sell
98,524
-18,019
-15% -$705K 0.26% 105
2016
Q3 		$4.58M Sell
116,543
-3,030
-3% -$123K 0.31% 92
2016
Q2 		$4.89M Sell
119,573
-2,102
-2% -$83.9K 0.34% 85
2016
Q1 		$4.98M Sell
121,675
-240
-0.2% -$8.88K 0.37% 80
2015
Q4 		$4.45M Sell
121,915
-490
-0.4% -$18.7K 0.35% 85
2015
Q3 		$4.42M Buy
122,405
+1,447
+1% +$55.6K 0.37% 84
2015
Q2 		$4.88M Buy
120,958
+2,206
+2% +$95.7K 0.39% 75
2015
Q1 		$5.12M Buy
118,752
+17,729
+18% +$768K 0.41% 69
2014
Q4 		$4.54M Buy
101,023
+15,591
+18% +$634K 0.38% 75
2014
Q3 		$3.27M Buy
85,432
+3,913
+5% +$158K 0.3% 95
2014
Q2 		$3.3M Buy
81,519
+676
+0.8% +$27.8K 0.31% 94
2014
Q1 		$3.31M Buy
80,843
+1,193
+1% +$45.4K 0.34% 87
2013
Q4 		$3.05M Buy
79,650
+4,375
+6% +$150K 0.33% 93
2013
Q3 		$2.5M Buy
75,275
+894
+1% +$29K 0.3% 101
2013
Q2 		$2.28M Buy
+74,381
New +$2.47M 0.28% 105

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

KCM Investment Advisors reduced its Oracle (ORCL) stake by 1.5% in Q1 2026, selling an estimated $52.5K and leaving 20,533 shares worth $3.02M. The position accounts for 0.1% of the portfolio, ranked #124.

KCM Investment Advisors first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.28M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • KCM Investment Advisors held 20,533 shares of Oracle worth $3.02M as of Q1 2026.
  • KCM Investment Advisors sold 323 Oracle shares in Q1 2026, an estimated $52.5K.
  • Oracle made up 0.1% of KCM Investment Advisors's portfolio in Q1 2026, its #124 holding.
  • KCM Investment Advisors first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Oracle position peaked at $6.28M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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