KCM Investment Advisors’s Otis Worldwide OTIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,487	Closed	-$257K	–	388
2025 Q1	$257K	Sell	2,487 -45	-2%	-$4.4K	0.01%	331
2024 Q4	$234K	Sell	2,532 -359	-12%	-$36K	0.01%	337
2024 Q3	$300K	Sell	2,891 -104	-3%	-$9.91K	0.01%	322
2024 Q2	$288K	Sell	2,995 -232	-7%	-$22.4K	0.01%	314
2024 Q1	$320K	Sell	3,227 -64	-2%	-$5.92K	0.01%	312
2023 Q4	$294K	Sell	3,291 -81	-2%	-$6.74K	0.01%	315
2023 Q3	$271K	Sell	3,372 -132	-4%	-$11.3K	0.01%	320
2023 Q2	$312K	Sell	3,504 -653	-16%	-$55K	0.01%	323
2023 Q1	$351K	Sell	4,157 -269	-6%	-$22.3K	0.01%	316
2022 Q4	$347K	Sell	4,426 -61	-1%	-$4.5K	0.01%	312
2022 Q3	$286K	Sell	4,487 -258	-5%	-$18.9K	0.01%	316
2022 Q2	$335K	Sell	4,745 -325	-6%	-$23.9K	0.01%	312
2022 Q1	$390K	Sell	5,070 -224	-4%	-$17.9K	0.01%	322
2021 Q4	$461K	Sell	5,294 -184	-3%	-$15.4K	0.02%	300
2021 Q3	$451K	Sell	5,478 -64	-1%	-$5.63K	0.02%	285
2021 Q2	$453K	Sell	5,542 -325	-6%	-$25K	0.02%	278
2021 Q1	$402K	Sell	5,867 -133	-2%	-$8.69K	0.02%	271
2020 Q4	$405K	Sell	6,000 -498	-8%	-$32.3K	0.02%	259
2020 Q3	$406K	Sell	6,498 -1,420	-18%	-$86.9K	0.02%	237
2020 Q2	$450K	Buy	+7,918	New	+$410K	0.03%	238

Other funds holding OTIS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

KCM Investment Advisors sold out of Otis Worldwide (OTIS) in Q2 2025, closing a stake of 2,487 shares — an estimated $257K sold.

KCM Investment Advisors first reported a position in OTIS in Q2 2020 and held it in 20 quarters. The position peaked at $461K in Q4 2021. 1,270 funds tracked by Wall St. Rank hold OTIS as of Q2 2025.

KCM Investment Advisors reported no remaining Otis Worldwide position as of Q2 2025 after selling out during the quarter.
KCM Investment Advisors sold 2,487 Otis Worldwide shares in Q2 2025, an estimated $257K.
KCM Investment Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 20 quarters.
KCM Investment Advisors's Otis Worldwide position peaked at $461K in Q4 2021.
1,270 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2025.

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