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Dow shares owned by KKM Financial

Quarter-by-quarter ownership of Dow (DOW) shares owned by KKM Financial from 13F filings

Historical chart of KKM Financial investment in Dow

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All positions including Dow held by KKM Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by KKM Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 3.7k 54.63
2024-03-31 $214k 3.7k 57.93
2023-12-31 $203k 3.7k 54.84

More positions owned by KKM Financial

Apple (AAPL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Ishares Semicdtr (SOXX)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Oracle Corporation (ORCL)
Palo Alto Networks (PANW)
Ishares Tr Expnd Tec Sc Etf (IGM)
Amazon (AMZN)
Ishares Tr Expanded Tech (IGV)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for KKM Financial

Top funds holding Dow

Vanguard Group
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Geode Capital Management
Morgan Stanley
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Dimensional Fund Advisors
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Northern Trust
Bank of America Corporation
Bank of New York Mellon

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