KCM INVESTMENT ADVISORS LLC

Position in MS — Morgan Stanley

CIK 1109228 GREENBRAE, CA

Position in MS

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

Position Value

$3,889,189

+$785,728 QoQ

Shares Held

18,605

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#823

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $19,450,258 across 4 Capital Markets names. MS ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	93,216	$8,601,040
2	GS	Goldman Sachs Group Inc	6,609	$6,684,144
3	MS	Morgan Stanley This page	18,605	$3,889,189
4	CRCL	Circle Internet Group, Inc.	4,405	$275,885

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,889,189	18,605	-1.3%	Shares	Sole	2026-08-14
2026-03-31	$3,103,461	18,858	-6.1%	Shares	Sole	2026-05-15
2025-12-31	$3,564,802	20,080	-3.3%	Shares	Sole	2026-02-13
2025-09-30	$3,299,691	20,758	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$2,895,095	20,553	-8.8%	Shares	Sole	2025-08-06
2025-03-31	$2,628,458	22,529	-2.7%	Shares	Sole	2025-05-14
2024-12-31	$2,911,549	23,159	-9.1%	Shares	Sole	2025-02-13
2024-09-30	$2,655,826	25,478	-1.3%	Shares	Sole	2024-11-06
2024-06-30	$2,509,057	25,816	-6.7%	Shares	Sole	2024-07-29
2024-03-31	$2,604,088	27,656	-4.5%	Shares	Sole	2024-05-07
2023-12-31	$2,700,053	28,955	-5.9%	Shares	Sole	2024-02-13
2023-09-30	$2,513,149	30,772	-3.2%	Shares	Sole	2023-11-08
2023-06-30	$2,715,293	31,795	-4.9%	Shares	Sole	2023-08-09
2023-03-31	$2,934,802	33,426	-4.7%	Shares	Sole	2023-05-09
2022-12-31	$2,980,886	35,061	+2.8%	Shares	Sole	2023-01-31
2022-09-30	$2,693,687	34,093	-1.6%	Shares	Sole	2022-11-10
2022-06-30	$2,636,391	34,662	-3.4%	Shares	Sole	2022-08-15
2022-03-31	$3,135,475	35,875	-3.5%	Shares	Sole	2022-05-13
2021-12-31	$3,647,920	37,163	+4.0%	Shares	Sole	2022-02-14
2021-09-30	$3,478,443	35,746	-1.7%	Shares	Sole	2021-11-12
2021-06-30	$3,333,573	36,357	-4.0%	Shares	Sole	2021-10-21
2021-03-31	$2,941,993	37,883	+6.1%	Shares	Sole	2021-05-13
2020-12-31	$2,446,383	35,698	-0.7%	Shares	Sole	2021-02-19
2020-09-30	$1,737,505	35,936	-2.9%	Shares	Sole	2020-11-16
2020-06-30	$1,786,858	36,995	-8.5%	Shares	Sole	2020-08-14
2020-03-31	$1,375,130	40,445	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.