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KKM Financial LLC

SEC CIK
0002001943
Latest filing
Aug 14, 2026

UNH holding history

UnitedHealth Group Inc 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.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
38,062
Value
$15.8M
% of portfolio
2.2%
Quarters held
11
Since Q4 2023
Holdings of UNH by KKM Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,062$15.8M2.2%+27,993+278.0%AddedHolders
Q1 202610,069$3.32M0.6%00.0%UnchangedHolders
Q4 202510,069$3.32M0.6%−182−1.8%ReducedHolders
Q3 202510,251$3.54M1.1%+3,291+47.3%AddedHolders
Q2 20256,960$2.17M0.8%+1,169+20.2%AddedHolders
Q1 20255,791$3.03M1.3%+352+6.5%AddedHolders
Q4 20245,439$2.75M1.1%+206+3.9%AddedHolders
Q3 20245,233$3.06M1.5%+259+5.2%AddedHolders
Q2 20244,974$2.51M1.2%+36+0.7%AddedHolders
Q1 20244,938$2.44M1.2%+313+6.8%AddedHolders
Q4 20234,625$2.43M1.5%–No prior filingHolders