KANAWHA CAPITAL MANAGEMENT LLC

CIK 0001164478 · RICHMOND, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

KANAWHA CAPITAL MANAGEMENT LLC reported 228 positions worth $1.54B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AAPL (5.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.54B
2026 Q2
Positions
228
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.7%
Est. Net Flow (Q)
2026 Q2
10 / 228 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$89.7M5.84%309,855
2MSFTMICROSOFT CORPSH$76.1M4.95%203,939
3GOOGLALPHABET INCSH$55.0M3.58%153,997
4JPMJPMORGAN CHASE & COSH$44.8M2.91%136,735
5IVVISHARES TRSH$38.9M2.53%51,958
6JNJJOHNSON & JOHNSONSH$37.7M2.46%148,501
7CSCOCISCO SYS INCSH$36.6M2.38%311,656
8LOWLOWES COS INCSH$36.6M2.38%165,777
9BRK-BBERKSHIRE HATHAWAY INC DELSH$36.3M2.36%72,484
10ABBVABBVIE INCSH$35.6M2.32%141,643

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does KANAWHA CAPITAL MANAGEMENT LLC hold as of Q2 2026?

KANAWHA CAPITAL MANAGEMENT LLC reported 228 positions worth $1.54B in its Q2 2026 13F filing. Largest positions: AAPL (5.8%), MSFT (5.0%), GOOGL (3.6%), JPM (2.9%) and IVV (2.5%).

What did KANAWHA CAPITAL MANAGEMENT LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did KANAWHA CAPITAL MANAGEMENT LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.