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KKM Financial’s Pfizer PFE Stock Holding History

KKM Financial’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.62M Buy
274,859
+109,559
+66% +$2.87M 0.91% 51
2026
Q1 		$4.12M Hold
165,300
– – 0.73% 66
2025
Q4 		$4.12M Buy
165,300
+15,304
+10% +$386K 0.73% 66
2025
Q3 		$3.82M Buy
149,996
+33,601
+29% +$829K 1.2% 41
2025
Q2 		$2.82M Buy
116,395
+23,629
+25% +$551K 0.98% 49
2025
Q1 		$2.35M Buy
92,766
+15,691
+20% +$411K 0.99% 49
2024
Q4 		$2.04M Buy
77,075
+3,404
+5% +$92.3K 0.85% 46
2024
Q3 		$2.13M Buy
73,671
+3,767
+5% +$110K 1.05% 42
2024
Q2 		$1.96M Buy
69,904
+1,541
+2% +$42.4K 0.93% 45
2024
Q1 		$1.9M Buy
68,363
+27,064
+66% +$751K 0.92% 51
2023
Q4 		$1.19M Buy
+41,299
New +$1.25M 0.75% 53

Other funds holding PFE

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KKM Financial's PFE Position: Q2 2026 in Review

KKM Financial increased its Pfizer (PFE) stake by 66% in Q2 2026, buying an estimated $2.87M and bringing the position to 274,859 shares worth $6.62M. The position accounts for 0.91% of the portfolio, ranked #51.

KKM Financial first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • KKM Financial held 274,859 shares of Pfizer worth $6.62M as of Q2 2026.
  • KKM Financial bought 109,559 Pfizer shares in Q2 2026, an estimated $2.87M.
  • Pfizer made up 0.91% of KKM Financial's portfolio in Q2 2026, its #51 holding.
  • KKM Financial first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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