13F Insight
DOSSIER · 13F-HR · Q2 2026

KANAWHA CAPITAL MANAGEMENT LLC

$1.5B in tracked AUM across 228 positions as of Q2 2026.

KC
CIK 0001164478 · last filed Jun 30, 2026
Total AUM
$1.5B
as of Q2 2026
Holdings
228
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

KANAWHA CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$90M310K5.8%02
MSFT
MICROSOFT CORP
$76M204K5.0%03
GOOGL
ALPHABET INC
$55M154K3.6%04
JPM
JPMORGAN CHASE & CO
$45M137K2.9%05
IVV
ISHARES TR
$39M52K2.5%06
JNJ
JOHNSON & JOHNSON
$38M149K2.5%07
CSCO
CISCO SYS INC
$37M312K2.4%08
LOW
LOWES COS INC
$37M166K2.4%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$36M72K2.4%10
ABBV
ABBVIE INC
$36M142K2.3%

Filing history

2026Q2Jun 30
$1.5B▲ 8.2%
228 positionsView →2026Q1Mar 31
$1.4B▼ 2.2%
221 positionsView →2025Q4Dec 31
$1.5B▲ 224.8%
221 positionsView →2025Q3Sep 30
$447M▲ 10.7%
88 positionsView →2025Q2Jun 30
$404M▲ 10.1%
83 positionsLocked2025Q1Mar 31
$367M▼ 71.3%
80 positionsLocked2024Q4Dec 31
$1.3B▼ 7.5%
210 positionsLocked2024Q3Sep 30
$1.4B▲ 7.9%
230 positionsLocked2024Q2Jun 30
$1.3B▲ 2.0%
229 positionsLocked2024Q1Mar 31
$1.3B▲ 14.9%
218 positionsLocked2023Q4Dec 31
$1.1B▲ 5.5%
203 positionsLocked2023Q3Sep 30
$1.0B▼ 4.9%
204 positionsLocked
Showing 12 of 89