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KKM Financial’s Microsoft MSFT Stock Holding History

KKM Financial’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4M Buy
46,104
+28,081
+156% +$11.4M 2.66% 3
2026
Q1 		$8.72M Hold
18,023
– – 1.55% 14
2025
Q4 		$8.72M Buy
18,023
+1,439
+9% +$721K 1.55% 14
2025
Q3 		$8.59M Buy
16,584
+1,807
+12% +$922K 2.7% 4
2025
Q2 		$7.38M Buy
14,777
+1,633
+12% +$709K 2.57% 5
2025
Q1 		$4.99M Buy
13,144
+166
+1% +$67.7K 2.11% 5
2024
Q4 		$5.46M Buy
12,978
+1,114
+9% +$475K 2.28% 6
2024
Q3 		$5.1M Sell
11,864
-522
-4% -$223K 2.53% 4
2024
Q2 		$5.39M Buy
12,386
+60
+0.5% +$25.3K 2.55% 5
2024
Q1 		$5.19M Sell
12,326
-556
-4% -$225K 2.53% 4
2023
Q4 		$4.84M Buy
+12,882
New +$4.59M 3.05% 3

Other funds holding MSFT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KKM Financial's MSFT Position: Q2 2026 in Review

KKM Financial increased its Microsoft (MSFT) stake by 156% in Q2 2026, buying an estimated $11.4M and bringing the position to 46,104 shares worth $19.4M. The position accounts for 2.66% of the portfolio, ranked #3.

KKM Financial first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • KKM Financial held 46,104 shares of Microsoft worth $19.4M as of Q2 2026.
  • KKM Financial bought 28,081 Microsoft shares in Q2 2026, an estimated $11.4M.
  • Microsoft made up 2.66% of KKM Financial's portfolio in Q2 2026, its #3 holding.
  • KKM Financial first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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