KANAWHA CAPITAL MANAGEMENT LLC
CIK 1164478
13F filing for Q2 2026・No. 1,969
- Holdings
- US$1.54B
- Quarter change
- +US$116.92M
- Entries
- 228
- Net bought (estimate)
- +US$1.46M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 5
- Cut 97
- Added 81
- Corporate actions 0
- Unchanged 38
Largest holdings
228 stocks worth US$1.54B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 309,855 | US$89.66M | 5.84% |
| MSFTMicrosoftCOM | Added | 203,939 | US$76.07M | 4.95% |
| GOOGLAlphabetCAP STK CL A | Cut | 153,997 | US$55.03M | 3.58% |
| JPMJPMORGAN CHASE & COCOM | Cut | 136,735 | US$44.76M | 2.91% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 51,958 | US$38.91M | 2.53% |
| JNJJOHNSON & JOHNSONCOM | Cut | 148,501 | US$37.71M | 2.46% |
| CSCOCISCO SYS INCCOM | Cut | 311,656 | US$36.61M | 2.38% |
| LOWLOWES COS INCCOM | Cut | 165,777 | US$36.55M | 2.38% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 72,484 | US$36.27M | 2.36% |
| ABBVABBVIE INCCOM | Cut | 141,643 | US$35.64M | 2.32% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.