Ownership history in KKM Financial LLC · 9 quarters on record
This page tracks every 13F SEC filing in which KKM Financial LLC reported a position in META PLATFORMS INC (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 10,261 | -7,420 | -42.0% | 1.20% | $6.8M | $659.53 |
| 2025 Q3 | ADDED | 17,681 | +629 | +3.7% | 4.08% | $13.0M | $733.15 |
| 2025 Q2 | ADDED | 17,052 | +1,855 | +12.2% | 4.38% | $12.6M | $736.36 |
| 2025 Q1 | REDUCED | 15,197 | -234 | -1.5% | 3.70% | $8.8M | $574.57 |
| 2024 Q4 | ADDED | 15,431 | +2,301 | +17.5% | 3.77% | $9.0M | $583.17 |
| 2024 Q3 | ADDED | 13,130 | +988 | +8.1% | 3.72% | $7.5M | $569.69 |
| 2024 Q2 | ADDED | 12,142 | +2,959 | +32.2% | 2.91% | $6.1M | $501.32 |
| 2024 Q1 | REDUCED | 9,183 | -3,988 | -30.3% | 2.17% | $4.5M | $482.31 |
| 2023 Q4 | INITIATED | 13,171 | — | — | 2.94% | $4.7M | — |
As of 2025 Q4 — sorted by position size