KF
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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
Q2 		$11.9M Buy
85,947
+49,678
+137% +$9M 1.63% 18
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 $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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KKM Financial's ORCL Position: Q2 2026 in Review

KKM Financial increased its Oracle (ORCL) stake by 137% in Q2 2026, buying an estimated $9M and bringing the position to 85,947 shares worth $11.9M. The position accounts for 1.63% of the portfolio, ranked #18.

KKM Financial first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • KKM Financial held 85,947 shares of Oracle worth $11.9M as of Q2 2026.
  • KKM Financial bought 49,678 Oracle shares in Q2 2026, an estimated $9M.
  • Oracle made up 1.63% of KKM Financial's portfolio in Q2 2026, its #18 holding.
  • KKM Financial first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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