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KKM Financial’s Tesla TSLA Stock Holding History

KKM Financial’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.46M Buy
5,840
+1,995
+52% +$793K 0.34% 77
2026
Q1 		$1.73M Hold
3,845
– – 0.31% 82
2025
Q4 		$1.73M Sell
3,845
-2
-0.1% -$887 0.31% 82
2025
Q3 		$1.71M Sell
3,847
-1,005
-21% -$349K 0.54% 56
2025
Q2 		$1.54M Buy
4,852
+987
+26% +$297K 0.54% 58
2025
Q1 		$1M Buy
3,865
+1,620
+72% +$540K 0.42% 65
2024
Q4 		$907K Sell
2,245
-1,040
-32% -$335K 0.38% 70
2024
Q3 		$859K Sell
3,285
-15
-0.5% -$3.42K 0.43% 65
2024
Q2 		$653K Hold
3,300
– – 0.31% 83
2024
Q1 		$580K Buy
3,300
+2,300
+230% +$449K 0.28% 88
2023
Q4 		$248K Buy
+1,000
New +$238K 0.16% 114

Other funds holding TSLA

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KKM Financial's TSLA Position: Q2 2026 in Review

KKM Financial increased its Tesla (TSLA) stake by 52% in Q2 2026, buying an estimated $793K and bringing the position to 5,840 shares worth $2.46M. The position accounts for 0.34% of the portfolio, ranked #77.

KKM Financial first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • KKM Financial held 5,840 shares of Tesla worth $2.46M as of Q2 2026.
  • KKM Financial bought 1,995 Tesla shares in Q2 2026, an estimated $793K.
  • Tesla made up 0.34% of KKM Financial's portfolio in Q2 2026, its #77 holding.
  • KKM Financial first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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