Position in LULU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$348,249
-$150,091 QoQ
Shares Held
3,050
-6.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#502
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $9,008,975 across 3 Apparel Retail names. LULU ranks #3 (3.9% of the industry book) .
All Filings in LULU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,249 | 3,050 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $498,340 | 3,255 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $987,097 | 4,750 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,029,325 | 5,785 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,033,684 | 8,560 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,679,162 | 9,465 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,567,885 | 9,330 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,501,847 | 9,220 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,642,001 | 8,845 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,488,504 | 8,930 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,425,214 | 8,655 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,327,814 | 8,630 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,291,057 | 8,695 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,121,108 | 8,570 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,754,306 | 8,597 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,389,399 | 8,547 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,329,997 | 8,547 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,979,181 | 8,157 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,210,672 | 8,202 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,303,161 | 8,162 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,978,885 | 8,162 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $2,485,884 | 8,105 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,729,251 | 7,842 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $2,570,074 | 7,803 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,344,131 | 7,513 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,398,879 | 7,380 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||