KF
MS icon

KKM Financial’s Morgan Stanley MS Stock Holding History

KKM Financial’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$856K Hold
4,094
– – 0.12% 97
2026
Q1 		$727K Hold
4,094
– – 0.13% 106
2025
Q4 		$727K Hold
4,094
– – 0.13% 106
2025
Q3 		$651K Hold
4,094
– – 0.2% 80
2025
Q2 		$578K Sell
4,094
-46
-1% -$5.65K 0.2% 90
2025
Q1 		$492K Sell
4,140
-55
-1% -$7.09K 0.21% 97
2024
Q4 		$548K Buy
4,195
+1,850
+79% +$228K 0.23% 89
2024
Q3 		$244K Hold
2,345
– – 0.12% 131
2024
Q2 		$224K Hold
2,345
– – 0.11% 138
2024
Q1 		$221K Hold
2,345
– – 0.11% 140
2023
Q4 		$219K Buy
+2,345
New +$188K 0.14% 122

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 MS Position: Q2 2026 in Review

KKM Financial held its Morgan Stanley (MS) position steady in Q2 2026 at 4,094 shares worth $856K. The position accounts for 0.12% of the portfolio, ranked #97.

KKM Financial first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • KKM Financial held 4,094 shares of Morgan Stanley worth $856K as of Q2 2026.
  • KKM Financial left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.12% of KKM Financial's portfolio in Q2 2026, its #97 holding.
  • KKM Financial first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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