KF
ORCL icon

KKM Financial’s Oracle ORCL Stock Holding History

KKM Financial’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.07M Hold
36,269
– – 1.26% 22
2025
Q4 		$7.07M Buy
36,269
+6,235
+21% +$1.48M 1.25% 22
2025
Q3 		$8.45M Buy
30,034
+3,396
+13% +$865K 2.66% 5
2025
Q2 		$5.82M Buy
26,638
+6,672
+33% +$1.08M 2.03% 6
2025
Q1 		$2.79M Sell
19,966
-4,034
-17% -$657K 1.18% 32
2024
Q4 		$4M Buy
24,000
+1,076
+5% +$191K 1.67% 15
2024
Q3 		$3.91M Buy
22,924
+1,329
+6% +$193K 1.93% 8
2024
Q2 		$2.98M Buy
21,595
+205
+1% +$25.5K 1.41% 18
2024
Q1 		$2.69M Buy
21,390
+29
+0.1% +$3.32K 1.31% 21
2023
Q4 		$2.25M Buy
+21,361
New +$2.33M 1.42% 24

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KKM Financial's ORCL Position: Q1 2026 in Review

KKM Financial held its Oracle (ORCL) position steady in Q1 2026 at 36,269 shares worth $7.07M. The position accounts for 1.26% of the portfolio, ranked #22.

KKM Financial first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.45M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • KKM Financial held 36,269 shares of Oracle worth $7.07M as of Q1 2026.
  • KKM Financial left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 1.26% of KKM Financial's portfolio in Q1 2026, its #22 holding.
  • KKM Financial first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • KKM Financial's Oracle position peaked at $8.45M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.