KKM Financial’s Dow Inc DOW Stock Holding History

KKM Financial’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,701	Closed	-$202K	–	153
2024 Q3	$202K	Hold	3,701	–	–	0.1%	138
2024 Q2	$203K	Hold	3,701	–	–	0.1%	141
2024 Q1	$214K	Hold	3,701	–	–	0.1%	142
2023 Q4	$203K	Buy	+3,701	New	+$189K	0.13%	125

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KKM Financial's DOW Position: Q4 2024 in Review

KKM Financial sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 3,701 shares — an estimated $202K sold.

KKM Financial first reported a position in DOW in Q4 2023 and held it in 4 quarters. The position peaked at $214K in Q1 2024. 1,419 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

KKM Financial reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
KKM Financial sold 3,701 Dow Inc shares in Q4 2024, an estimated $202K.
KKM Financial first reported a position in Dow Inc in Q4 2023 and held it in 4 quarters.
KKM Financial's Dow Inc position peaked at $214K in Q1 2024.
1,419 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on KKM Financial's 13F filing for Q4 2024, filed 14 Feb 2025.