KKM Financial LLC FCX β€” FREEPORT-MCMORAN INC

Ownership history in KKM Financial LLC  Β·  4 quarters on record

AI Ownership Summary

KKM Financial LLC reported FREEPORT-MCMORAN INC (FCX) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.14% in 2025 Q3. The latest visible filing shows FCX at 1.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KKM Financial LLC's position in FREEPORT-MCMORAN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FCX was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCX stock page KKM Financial LLC fund profile KKM Financial LLC full holdings
How KKM Financial LLC held FCX β€” position size vs. price
% of Fund (quarterly)    FCX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 110,764 +18,093 +19.5% 1.00% $5.6M 2026-02-14 (Est.) $62.70
2025 Q3 ADDED β€” β€” β€” 92,671 +33,966 +57.9% 1.14% $3.6M 2025-11-14 $39.97
2025 Q2 REDUCED β€” β€” β€” 58,705 -362 -0.6% 0.89% $2.5M 2025-08-14 $41.93
2025 Q1 INITIATED β€” β€” β€” 59,067 β€” β€” 0.95% $2.2M 2025-05-15 $38.03

🏒 Other funds also holding FCX

As of 2026 Q1 β€” sorted by position size

Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 20.23% PKO BP BANKOWY Universal Pension Society JSC 14.5% General Pension Society PZU Joint Stock Co 10.8% Generali Powszechne Towarzystwo Emerytalne 9.27% Westend Capital Management, LLC 3Y 7Y 5.4% Advanced Asset Management Advisors Inc 3Y 7Y 4.06% ARS Investment Partners, LLC 3Y 7Y 3.28% Glass Wealth Management Co LLC 3.27% VILLERE ST DENIS J & CO LLC 3Y 7Y 3.08% TSP Capital Management Group, LLC 3Y 7Y 3.07%

FAQ About KKM Financial LLC and FCX

These are the practical questions this page is built to answer before you even open the full history table.

How long has KKM Financial LLC reported owning FCX?

KKM Financial LLC reported FCX across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported FCX position in KKM Financial LLC's portfolio?

The largest reported portfolio weight for FCX was 1.14% in 2025 Q3.

What is the latest reported FCX position on this page?

The most recent filing on this page is 2025 Q4, when KKM Financial LLC reported 110,764 shares, equal to 1.00% of portfolio, with an estimated market value of $5.6M.

What does the chart on this FCX ownership page compare?

The chart compares KKM Financial LLC's quarterly FCX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KKM Financial LLC time their FCX position?

Based on 13F filing dates vs. subsequent FCX price moves, KKM Financial LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on FCX relative to SPY over the holding period was +58.7%.

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