Kanawha Capital Management 13F Holdings & Latest Moves

13F filer · Latest filing Oct 19, 2026

Latest 13F moves (filed Oct 19, 2026): 6 new positions, 22 added, 7 reduced, 5 sold out. Largest change by value: added $XOM ($23.82M held).

New positions
6
Added / reduced
22 / 7
Sold out
5

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$XOM Added +1.89K (+1.31%) 146.35K $23.82M —
$AMZN Added +3.51K (+3.89%) 93.78K $23.37M —
$ECL Added +1.33K (+1.75%) 77.14K $21.18M —
$ABT Added +4K (+2.04%) 199.67K $19.73M —
$MCD Added +1.59K (+1.95%) 83.01K $19.17M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$EMR Reduced -862 (-1.21%) 70.33K $10.91M —
$MMM Reduced -2.42K (-3.84%) 60.53K $9.94M —
$PFE Reduced -6.23K (-2.14%) 284.42K $8.11M —
$IWD Reduced -522 (-6.01%) 8.17K $2.03M —
$WAT Reduced -399 (-9.14%) 3.97K $1.74M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SPCX New +8.74K 8.74K $1.32M —
$KLAC New +4.23K 4.23K $824.55K —
$QQQM New +1.52K 1.52K $462.58K —
$PLTR New +1.23K 1.23K $229.32K —
$ADBE New +879 879 $210.91K —
$MBGL New +10.22K 10.22K $175.31K —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$XOM Added +1.89K (+1.31%) 146.35K $23.82M —
$AMZN Added +3.51K (+3.89%) 93.78K $23.37M —
$ECL Added +1.33K (+1.75%) 77.14K $21.18M —
$ABT Added +4K (+2.04%) 199.67K $19.73M —
$MCD Added +1.59K (+1.95%) 83.01K $19.17M —
$COST Added +285 (+1.41%) 20.43K $18.60M —
$IBM Added +4.59K (+6.54%) 74.75K $16.44M —
$NVDA Added +1.15K (+1.82%) 64.70K $14.78M —
$AVGO Added +874 (+2.90%) 31K $10.89M —
$LLY Added +616 (+7.66%) 8.66K $10.02M —
$SPYM Added +6.90K (+8.14%) 91.69K $8.23M —
$WMT Added +4.47K (+6.13%) 77.33K $8.04M —
$BLK Added +340 (+5.01%) 7.13K $7.55M —
$NKE Added +12.81K (+9.36%) 149.66K $5.30M —
$XYL Added +1.27K (+2.86%) 45.90K $4.65M —
$GOOG Added +595 (+7.23%) 8.82K $3.01M —
$OTIS Added +2.34K (+5.79%) 42.67K $2.74M —
$UNH Added +465 (+6.83%) 7.27K $2.67M —
$AMAT Added +710 (+18.22%) 4.61K $2.36M —
$MRK Added +1.17K (+9.03%) 14.11K $2.05M —
$FLOT Added +3.35K (+12.54%) 30.07K $1.54M —
$BX Added +2.20K (+115.69%) 4.10K $459.14K —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$EMR Reduced -862 (-1.21%) 70.33K $10.91M —
$MMM Reduced -2.42K (-3.84%) 60.53K $9.94M —
$PFE Reduced -6.23K (-2.14%) 284.42K $8.11M —
$IWD Reduced -522 (-6.01%) 8.17K $2.03M —
$WAT Reduced -399 (-9.14%) 3.97K $1.74M —
$AMD Reduced -623 (-33.19%) 1.25K $767.15K —
$IJJ Reduced -1.44K (-29.15%) 3.49K $480.33K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$WM Sold out -989 — — —
$MAS Sold out -2.50K — — —
$MUB Sold out -2.01K — — —
$CVS Sold out -2.73K — — —
$BWXT Sold out -1.19K — — —

All tracked 13F moves by Kanawha Capital Management

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$WAT Reduced -399 (-9.14%) 3.97K $1.74M —
$PFE Reduced -6.23K (-2.14%) 284.42K $8.11M —
$IWD Reduced -522 (-6.01%) 8.17K $2.03M —
$EMR Reduced -862 (-1.21%) 70.33K $10.91M —
$MMM Reduced -2.42K (-3.84%) 60.53K $9.94M —
$SPCX New +8.74K 8.74K $1.32M —
$PLTR New +1.23K 1.23K $229.32K —
$MBGL New +10.22K 10.22K $175.31K —
$KLAC New +4.23K 4.23K $824.55K —
$QQQM New +1.52K 1.52K $462.58K —
$ADBE New +879 879 $210.91K —
$WM Sold out -989 — — —
$MAS Sold out -2.50K — — —
$MUB Sold out -2.01K — — —
$IJJ Reduced -1.44K (-29.15%) 3.49K $480.33K —
$CVS Sold out -2.73K — — —
$BWXT Sold out -1.19K — — —
$AMD Reduced -623 (-33.19%) 1.25K $767.15K —
$XYL Added +1.27K (+2.86%) 45.90K $4.65M —
$WMT Added +4.47K (+6.13%) 77.33K $8.04M —
$UNH Added +465 (+6.83%) 7.27K $2.67M —
$SPYM Added +6.90K (+8.14%) 91.69K $8.23M —
$OTIS Added +2.34K (+5.79%) 42.67K $2.74M —
$NVDA Added +1.15K (+1.82%) 64.70K $14.78M —
$NKE Added +12.81K (+9.36%) 149.66K $5.30M —
$MRK Added +1.17K (+9.03%) 14.11K $2.05M —
$MCD Added +1.59K (+1.95%) 83.01K $19.17M —
$IBM Added +4.59K (+6.54%) 74.75K $16.44M —
$FLOT Added +3.35K (+12.54%) 30.07K $1.54M —
$XOM Added +1.89K (+1.31%) 146.35K $23.82M —
$LLY Added +616 (+7.66%) 8.66K $10.02M —
$ECL Added +1.33K (+1.75%) 77.14K $21.18M —
$COST Added +285 (+1.41%) 20.43K $18.60M —
$AVGO Added +874 (+2.90%) 31K $10.89M —
$BX Added +2.20K (+115.69%) 4.10K $459.14K —
$BLK Added +340 (+5.01%) 7.13K $7.55M —
$AMAT Added +710 (+18.22%) 4.61K $2.36M —
$AMZN Added +3.51K (+3.89%) 93.78K $23.37M —
$GOOG Added +595 (+7.23%) 8.82K $3.01M —
$ABT Added +4K (+2.04%) 199.67K $19.73M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Kanawha Capital Management holds or traded

Frequently asked questions

What did Kanawha Capital Management buy and sell in its latest 13F?

It opened or added to $XOM, $AMZN, $ECL, $ABT and $MCD; it cut or exited $EMR, $MMM, $PFE, $IWD and $WAT.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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