Charles Schwab’s Kadant KAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $43.2M | Buy |
137,453
+2,316
| +2% | +$722K | 0.01% | 1353 |
|
|
2026
Q1 | $39.5M | Buy |
135,137
+5,615
| +4% | +$1.8M | 0.01% | 1304 |
|
|
2025
Q4 | $36.9M | Buy |
129,522
+1,958
| +2% | +$556K | 0.01% | 1352 |
|
|
2025
Q3 | $38M | Sell |
127,564
-399
| -0.3% | -$130K | 0.01% | 1326 |
|
|
2025
Q2 | $40.6M | Buy |
127,963
+1,357
| +1% | +$425K | 0.01% | 1231 |
|
|
2025
Q1 | $42.7M | Buy |
126,606
+4,920
| +4% | +$1.79M | 0.01% | 1181 |
|
|
2024
Q4 | $42M | Buy |
121,686
+445
| +0.4% | +$161K | 0.01% | 1252 |
|
|
2024
Q3 | $41M | Buy |
121,241
+2,141
| +2% | +$684K | 0.01% | 1258 |
|
|
2024
Q2 | $35M | Buy |
119,100
+3,316
| +3% | +$945K | 0.01% | 1308 |
|
|
2024
Q1 | $38M | Buy |
115,784
+1,018
| +0.9% | +$307K | 0.01% | 1202 |
|
|
2023
Q4 | $32.2M | Buy |
114,766
+611
| +0.5% | +$153K | 0.01% | 1293 |
|
|
2023
Q3 | $25.7M | Buy |
114,155
+3,503
| +3% | +$759K | 0.01% | 1341 |
|
|
2023
Q2 | $24.6M | Buy |
110,652
+1,106
| +1% | +$221K | 0.01% | 1346 |
|
|
2023
Q1 | $22.8M | Buy |
109,546
+670
| +0.6% | +$136K | 0.01% | 1367 |
|
|
2022
Q4 | $19.3M | Buy |
108,876
+3,549
| +3% | +$632K | 0.01% | 1471 |
|
|
2022
Q3 | $17.6M | Buy |
105,327
+3,568
| +4% | +$664K | 0.01% | 1464 |
|
|
2022
Q2 | $18.6M | Buy |
101,759
+199
| +0.2% | +$37.1K | 0.01% | 1465 |
|
|
2022
Q1 | $19.7M | Buy |
101,560
+2,989
| +3% | +$611K | 0.01% | 1568 |
|
|
2021
Q4 | $22.7M | Buy |
98,571
+1,409
| +1% | +$314K | 0.01% | 1486 |
|
|
2021
Q3 | $19.8M | Buy |
97,162
+1,104
| +1% | +$218K | 0.01% | 1594 |
|
|
2021
Q2 | $16.9M | Buy |
96,058
+2,142
| +2% | +$377K | 0.01% | 1706 |
|
|
2021
Q1 | $17.4M | Buy |
93,916
+666
| +0.7% | +$107K | 0.01% | 1635 |
|
|
2020
Q4 | $13.1M | Buy |
93,250
+4,324
| +5% | +$550K | 0.01% | 1691 |
|
|
2020
Q3 | $9.75M | Buy |
88,926
+2,846
| +3% | +$323K | ﹤0.01% | 1713 |
|
|
2020
Q2 | $8.58M | Buy |
86,080
+9,608
| +13% | +$855K | ﹤0.01% | 1739 |
|
|
2020
Q1 | $5.71M | Buy |
76,472
+7,583
| +11% | +$718K | ﹤0.01% | 1768 |
|
|
2019
Q4 | $7.26M | Buy |
68,889
+1,486
| +2% | +$141K | ﹤0.01% | 1833 |
|
|
2019
Q3 | $5.92M | Buy |
67,403
+2,340
| +4% | +$201K | ﹤0.01% | 1882 |
|
|
2019
Q2 | $5.91M | Buy |
65,063
+1,448
| +2% | +$130K | ﹤0.01% | 1893 |
|
|
2019
Q1 | $5.6M | Buy |
63,615
+2,282
| +4% | +$196K | ﹤0.01% | 1932 |
|
|
2018
Q4 | $5M | Sell |
61,333
-1,182
| -2% | -$111K | ﹤0.01% | 1903 |
|
|
2018
Q3 | $6.74M | Buy |
62,515
+1,943
| +3% | +$193K | ﹤0.01% | 1881 |
|
|
2018
Q2 | $5.82M | Buy |
60,572
+5,517
| +10% | +$530K | ﹤0.01% | 1917 |
|
|
2018
Q1 | $5.2M | Sell |
55,055
-10,417
| -16% | -$1.02M | ﹤0.01% | 1920 |
|
|
2017
Q4 | $6.57M | Buy |
65,472
+2,123
| +3% | +$215K | 0.01% | 1771 |
|
|
2017
Q3 | $6.24M | Buy |
63,349
+1,613
| +3% | +$137K | 0.01% | 1757 |
|
|
2017
Q2 | $4.64M | Buy |
61,736
+8,567
| +16% | +$597K | ﹤0.01% | 1858 |
|
|
2017
Q1 | $3.16M | Buy |
53,169
+6,120
| +13% | +$372K | ﹤0.01% | 2002 |
|
|
2016
Q4 | $2.88M | Sell |
47,049
-8,610
| -15% | -$496K | ﹤0.01% | 2021 |
|
|
2016
Q3 | $2.9M | Buy |
55,659
+1,496
| +3% | +$79.8K | ﹤0.01% | 1948 |
|
|
2016
Q2 | $2.79M | Buy |
54,163
+462
| +0.9% | +$22.3K | ﹤0.01% | 1913 |
|
|
2016
Q1 | $2.43M | Buy |
53,701
+561
| +1% | +$22.2K | ﹤0.01% | 1953 |
|
|
2015
Q4 | $2.16M | Sell |
53,140
-5,247
| -9% | -$216K | ﹤0.01% | 2036 |
|
|
2015
Q3 | $2.28M | Buy |
58,387
+7,860
| +16% | +$346K | ﹤0.01% | 1992 |
|
|
2015
Q2 | $2.38M | Buy |
50,527
+820
| +2% | +$40.9K | ﹤0.01% | 1991 |
|
|
2015
Q1 | $2.62M | Buy |
49,707
+1,160
| +2% | +$51.2K | ﹤0.01% | 1904 |
|
|
2014
Q4 | $2.07M | Buy |
48,547
+610
| +1% | +$24.7K | ﹤0.01% | 1990 |
|
|
2014
Q3 | $1.87M | Sell |
47,937
-2,179
| -4% | -$85.6K | ﹤0.01% | 2000 |
|
|
2014
Q2 | $1.93M | Sell |
50,116
-208
| -0.4% | -$7.7K | ﹤0.01% | 2003 |
|
|
2014
Q1 | $1.84M | Buy |
50,324
+780
| +2% | +$29.5K | ﹤0.01% | 2004 |
|
|
2013
Q4 | $2.01M | Buy |
49,544
+936
| +2% | +$35.2K | ﹤0.01% | 1930 |
|
|
2013
Q3 | $1.63M | Sell |
48,608
-3,699
| -7% | -$121K | ﹤0.01% | 1970 |
|
|
2013
Q2 | $1.64M | Buy |
+52,307
| New | +$1.49M | ﹤0.01% | 1880 |
|
Other funds holding KAI
WA
Charles Schwab's KAI Position: Q2 2026 in Review
Charles Schwab increased its Kadant (KAI) stake by 1.7% in Q2 2026, buying an estimated $722K and bringing the position to 137,453 shares worth $43.2M. The position accounts for 0.01% of the portfolio, ranked #1353.
Charles Schwab first reported a position in KAI in Q2 2013 and has held it in 53 quarters since. 324 funds tracked by Wall St. Rank hold KAI as of Q2 2026.
- Charles Schwab held 137,453 shares of Kadant worth $43.2M as of Q2 2026.
- Charles Schwab bought 2,316 Kadant shares in Q2 2026, an estimated $722K.
- Kadant made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1353 holding.
- Charles Schwab first reported a position in Kadant in Q2 2013 and has held it in 53 quarters since.
- 324 funds tracked by Wall St. Rank held Kadant as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.