KF
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KKM Financial’s Broadcom AVGO Stock Holding History

KKM Financial’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.06M Buy
13,007
+848
+7% +$340K 0.69% 61
2026
Q1 		$4.21M Hold
12,159
– – 0.75% 61
2025
Q4 		$4.21M Buy
+12,159
New +$4.35M 0.75% 61
2025
Q3 		– Sell
-8,140
Closed -$2.24M – 141
2025
Q2 		$2.24M Sell
8,140
-255
-3% -$55.4K 0.78% 54
2025
Q1 		$1.41M Buy
8,395
+250
+3% +$52.9K 0.59% 58
2024
Q4 		$1.89M Sell
8,145
-10
-0.1% -$1.85K 0.79% 51
2024
Q3 		$1.41M Sell
8,155
-5
-0.1% -$802 0.7% 53
2024
Q2 		$1.31M Buy
8,160
+100
+1% +$14K 0.62% 60
2024
Q1 		$1.07M Hold
8,060
– – 0.52% 64
2023
Q4 		$900K Buy
+8,060
New +$763K 0.57% 60

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KKM Financial's AVGO Position: Q2 2026 in Review

KKM Financial increased its Broadcom (AVGO) stake by 7% in Q2 2026, buying an estimated $340K and bringing the position to 13,007 shares worth $5.06M. The position accounts for 0.69% of the portfolio, ranked #61.

KKM Financial first reported a position in AVGO in Q4 2023 and has held it in 10 quarters since. 4,835 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • KKM Financial held 13,007 shares of Broadcom worth $5.06M as of Q2 2026.
  • KKM Financial bought 848 Broadcom shares in Q2 2026, an estimated $340K.
  • Broadcom made up 0.69% of KKM Financial's portfolio in Q2 2026, its #61 holding.
  • KKM Financial first reported a position in Broadcom in Q4 2023 and has held it in 10 quarters since.
  • 4,835 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.