Chevy Chase Trust
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Chevy Chase Trust’s Kadant KAI Stock Holding History

Chevy Chase Trust’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9M Sell
63,275
-11,004
-15% -$3.43M 0.05% 281
2026
Q1 		$21.7M Sell
74,279
-52,137
-41% -$16.8M 0.06% 257
2025
Q4 		$36M Sell
126,416
-100,386
-44% -$28.5M 0.1% 177
2025
Q3 		$67.5M Sell
226,802
-85,454
-27% -$27.9M 0.19% 114
2025
Q2 		$99.1M Sell
312,256
-130,627
-29% -$40.9M 0.29% 70
2025
Q1 		$149M Sell
442,883
-32,524
-7% -$11.8M 0.48% 33
2024
Q4 		$164M Sell
475,407
-9,186
-2% -$3.33M 0.5% 33
2024
Q3 		$164M Sell
484,593
-7,250
-1% -$2.32M 0.5% 33
2024
Q2 		$144M Sell
491,843
-7,237
-1% -$2.06M 0.46% 38
2024
Q1 		$164M Sell
499,080
-36,328
-7% -$11M 0.54% 31
2023
Q4 		$150M Sell
535,408
-28,884
-5% -$7.23M 0.54% 32
2023
Q3 		$127M Sell
564,292
-654
-0.1% -$142K 0.5% 39
2023
Q2 		$125M Sell
564,946
-3,074
-0.5% -$616K 0.47% 43
2023
Q1 		$118M Buy
568,020
+66,701
+13% +$13.5M 0.47% 45
2022
Q4 		$89M Sell
501,319
-73,748
-13% -$13.1M 0.38% 59
2022
Q3 		$95.9M Buy
575,067
+57,365
+11% +$10.7M 0.41% 50
2022
Q2 		$94.4M Buy
517,702
+67,804
+15% +$12.6M 0.39% 55
2022
Q1 		$87.4M Sell
449,898
-46,603
-9% -$9.53M 0.3% 77
2021
Q4 		$114M Buy
496,501
+22,306
+5% +$4.97M 0.37% 63
2021
Q3 		$96.8M Buy
474,195
+18,994
+4% +$3.74M 0.34% 67
2021
Q2 		$80.2M Buy
455,201
+32,548
+8% +$5.73M 0.27% 91
2021
Q1 		$78.2M Buy
422,653
+230,719
+120% +$37M 0.28% 91
2020
Q4 		$27.1M Buy
+191,934
New +$24.4M 0.1% 192
2020
Q1 		– Sell
-200
Closed -$21K – 829
2019
Q4 		$21K Buy
+200
New +$19K ﹤0.01% 990
2018
Q4 		– Sell
-200
Closed -$22K – 737
2018
Q3 		$22K Hold
200
– – ﹤0.01% 660
2018
Q2 		$19K Hold
200
– – ﹤0.01% 675
2018
Q1 		$19K Buy
+200
New +$19.6K ﹤0.01% 663

Other funds holding KAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Chevy Chase Trust's KAI Position: Q2 2026 in Review

Chevy Chase Trust reduced its Kadant (KAI) stake by 15% in Q2 2026, selling an estimated $3.43M and leaving 63,275 shares worth $19.9M. The position accounts for 0.05% of the portfolio, ranked #281.

Chevy Chase Trust first reported a position in KAI in Q1 2018 and has held it in 27 quarters since. The position peaked at $164M in Q4 2024. 324 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Chevy Chase Trust held 63,275 shares of Kadant worth $19.9M as of Q2 2026.
  • Chevy Chase Trust sold 11,004 Kadant shares in Q2 2026, an estimated $3.43M.
  • Kadant made up 0.05% of Chevy Chase Trust's portfolio in Q2 2026, its #281 holding.
  • Chevy Chase Trust first reported a position in Kadant in Q1 2018 and has held it in 27 quarters since.
  • Chevy Chase Trust's Kadant position peaked at $164M in Q4 2024.
  • 324 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.