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Carolina Wealth Advisors’s Kaiser Aluminum KALU Stock Holding History

Carolina Wealth Advisors’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28K Buy
143
+49
+52% +$8.33K 0.01% 139
2026
Q1 		$11.3K Buy
+94
New +$11.9K ﹤0.01% 175

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Carolina Wealth Advisors's KALU Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Kaiser Aluminum (KALU) stake by 52% in Q2 2026, buying an estimated $8.33K and bringing the position to 143 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #139.

Carolina Wealth Advisors first reported a position in KALU in Q1 2026 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold KALU as of Q2 2026.

  • Carolina Wealth Advisors held 143 shares of Kaiser Aluminum worth $28K as of Q2 2026.
  • Carolina Wealth Advisors bought 49 Kaiser Aluminum shares in Q2 2026, an estimated $8.33K.
  • Kaiser Aluminum made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Carolina Wealth Advisors first reported a position in Kaiser Aluminum in Q1 2026 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.