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KKM Financial LLC

SEC CIK
0002001943
Latest filing
Aug 14, 2026

MS holding history

Morgan Stanley in every 13F filed by KKM Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
4,094
Value
$855.8K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of MS by KKM Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,094$855.8K0.1%00.0%UnchangedHolders
Q1 20264,094$726.8K0.1%00.0%UnchangedHolders
Q4 20254,094$726.8K0.1%00.0%UnchangedHolders
Q3 20254,094$650.8K0.2%00.0%UnchangedHolders
Q2 20254,094$577.6K0.2%−46−1.1%ReducedHolders
Q1 20254,140$492.4K0.2%−55−1.3%ReducedHolders
Q4 20244,195$547.8K0.2%+1,850+78.9%AddedHolders
Q3 20242,345$244.4K0.1%00.0%UnchangedHolders
Q2 20242,345$223.8K0.1%00.0%UnchangedHolders
Q1 20242,345$220.8K0.1%00.0%UnchangedHolders
Q4 20232,345$218.7K0.1%–No prior filingHolders