KCM INVESTMENT ADVISORS LLC

Position in AXP — American Express Co

CIK 1109228 GREENBRAE, CA

Position in AXP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,518,476

+$345,159 QoQ

Shares Held

10,402

-0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#937

of 2,990 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $57,021,373 across 4 Credit Services names. AXP ranks #2 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	150,051	$51,480,997
2	AXP	American Express Co This page	10,402	$3,518,476
3	MA	Mastercard Inc	2,918	$1,498,684
4	COF	Capital One Financial Corp	2,608	$523,216

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,518,476	10,402	-0.8%	Shares	Sole	2026-08-14
2026-03-31	$3,173,317	10,491	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$3,847,480	10,400	-5.0%	Shares	Sole	2026-02-13
2025-09-30	$3,635,823	10,946	-2.1%	Shares	Sole	2025-11-12
2025-06-30	$3,565,558	11,178	-0.4%	Shares	Sole	2025-08-06
2025-03-31	$3,018,741	11,220	-3.6%	Shares	Sole	2025-05-14
2024-12-31	$3,454,042	11,638	-2.0%	Shares	Sole	2025-02-13
2024-09-30	$3,221,313	11,878	+0.9%	Shares	Sole	2024-11-06
2024-06-30	$2,725,343	11,770	-5.9%	Shares	Sole	2024-07-29
2024-03-31	$2,846,580	12,502	+18.6%	Shares	Sole	2024-05-07
2023-12-31	$1,975,125	10,543	-6.9%	Shares	Sole	2024-02-13
2023-09-30	$1,690,322	11,330	-8.4%	Shares	Sole	2023-11-08
2023-06-30	$2,155,028	12,371	-10.6%	Shares	Sole	2023-08-09
2023-03-31	$2,281,918	13,834	+5.7%	Shares	Sole	2023-05-09
2022-12-31	$1,934,638	13,094	+3.8%	Shares	Sole	2023-01-31
2022-06-30	$1,747,859	12,609	-1.5%	Shares	Sole	2022-08-15
2022-03-31	$2,392,852	12,796	-2.5%	Shares	Sole	2022-05-13
2021-12-31	$2,147,086	13,124	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$2,207,040	13,174	-9.0%	Shares	Sole	2021-11-12
2021-06-30	$2,390,878	14,470	+15.2%	Shares	Sole	2021-10-21
2021-03-31	$1,777,052	12,564	+7.5%	Shares	Sole	2021-05-13
2020-12-31	$1,413,679	11,692	-11.2%	Shares	Sole	2021-02-19
2020-09-30	$1,319,290	13,160	-0.6%	Shares	Sole	2020-11-16
2020-06-30	$1,260,828	13,244	+0.9%	Shares	Sole	2020-08-14
2020-03-31	$1,123,716	13,126	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.