Clean Yield Group’s Kadant KAI Stock Holding History

Clean Yield Group’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 Q1	$3.56M	Buy	12,168 +373	+3%	+$120K	1%	40
2025 Q4	$3.36M	Sell	11,795 -1,791	-13%	-$509K	0.93%	40
2025 Q3	$4.04M	Sell	13,586 -14	-0.1%	-$4.57K	1.14%	31
2025 Q2	$4.32M	Buy	13,600 +953	+8%	+$298K	1.29%	27
2025 Q1	$4.26M	Buy	12,647 +9,312	+279%	+$3.38M	1.39%	23
2024 Q4	$1.15M	Hold	3,335	–	–	0.37%	64
2024 Q3	$1.13M	Hold	3,335	–	–	0.36%	62
2024 Q2	$980K	Sell	3,335 -75	-2%	-$21.4K	0.37%	60
2024 Q1	$1.12M	Sell	3,410 -415	-11%	-$125K	0.44%	57
2023 Q4	$1.07M	Hold	3,825	–	–	0.45%	54
2023 Q3	$887K	Hold	3,825	–	–	0.39%	54
2023 Q2	$850K	Hold	3,825	–	–	0.35%	56
2023 Q1	$798K	Sell	3,825 -315	-8%	-$63.9K	0.34%	57
2022 Q4	$735K	Sell	4,140 -188	-4%	-$33.5K	0.32%	68
2022 Q3	$722K	Hold	4,328	–	–	0.34%	62
2022 Q2	$789K	Sell	4,328 -100	-2%	-$18.6K	0.33%	64
2022 Q1	$860K	Sell	4,428 -250	-5%	-$51.1K	0.3%	70
2021 Q4	$1.08M	Hold	4,678	–	–	0.34%	62
2021 Q3	$955K	Sell	4,678 -435	-9%	-$85.7K	0.31%	64
2021 Q2	$900K	Sell	5,113 -510	-9%	-$89.8K	0.31%	63
2021 Q1	$1.04M	Sell	5,623 -700	-11%	-$112K	0.39%	56
2020 Q4	$891K	Sell	6,323 -105	-2%	-$13.4K	0.32%	59
2020 Q3	$705K	Sell	6,428 -740	-10%	-$83.9K	0.29%	56
2020 Q2	$714K	Sell	7,168 -250	-3%	-$22.3K	0.31%	58
2020 Q1	$554K	Sell	7,418 -2,115	-22%	-$200K	0.26%	65
2019 Q4	$1M	Sell	9,533 -250	-3%	-$23.7K	0.31%	61
2019 Q3	$859K	Hold	9,783	–	–	0.28%	66
2019 Q2	$888K	Sell	9,783 -1,125	-10%	-$101K	0.32%	58
2019 Q1	$959K	Sell	10,908 -950	-8%	-$81.8K	0.39%	58
2018 Q4	$966K	Sell	11,858 -1,580	-12%	-$148K	0.42%	61
2018 Q3	$1.45M	Sell	13,438 -1,225	-8%	-$122K	0.58%	57
2018 Q2	$1.41M	Sell	14,663 -1,340	-8%	-$129K	0.58%	56
2018 Q1	$1.51M	Sell	16,003 -9,858	-38%	-$969K	0.64%	53
2017 Q4	$2.6M	Sell	25,861 -1,327	-5%	-$135K	1.03%	37
2017 Q3	$2.68M	Sell	27,188 -2,633	-9%	-$223K	1.09%	35
2017 Q2	$2.31M	Sell	29,821 -3,720	-11%	-$259K	0.97%	40
2017 Q1	$1.99M	Sell	33,541 -11,305	-25%	-$686K	0.84%	41
2016 Q4	$2.75M	Sell	44,846 -7,080	-14%	-$408K	1.24%	34
2016 Q3	$2.71M	Sell	51,926 -6,767	-12%	-$361K	1.18%	29
2016 Q2	$3.02M	Sell	58,693 -3,468	-6%	-$168K	1.3%	29
2016 Q1	$2.86M	Sell	62,161 -3,580	-5%	-$142K	1.27%	29
2015 Q4	$2.43M	Buy	65,741 +889	+1%	+$36.6K	1.2%	32
2015 Q3	$2.77M	Sell	64,852 -1,163	-2%	-$51.2K	1.31%	30
2015 Q2	$3.12M	Sell	66,015 -2,410	-4%	-$120K	1.43%	23
2015 Q1	$3.6M	Buy	68,425 +125	+0.2%	+$5.52K	1.54%	22
2014 Q4	$2.92M	Buy	68,300 +1,185	+2%	+$48K	1.31%	28
2014 Q3	$2.62M	Buy	67,115 +8,441	+14%	+$332K	1.26%	27
2014 Q2	$2.26M	Buy	58,674 +3,765	+7%	+$139K	1.11%	32
2014 Q1	$2M	Hold	54,909	–	–	1.04%	36
2013 Q4	$2.23M	Sell	54,909 -325	-0.6%	-$12.2K	1.19%	31
2013 Q3	$1.85M	Hold	55,234	–	–	1%	38
2013 Q2	$1.67M	Buy	+55,234	New	+$1.57M	0.95%	39

Other funds holding KAI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clean Yield Group's KAI Position: Q1 2026 in Review

Clean Yield Group increased its Kadant (KAI) stake by 3.2% in Q1 2026, buying an estimated $120K and bringing the position to 12,168 shares worth $3.56M. The position accounts for 1% of the portfolio, ranked #40.

Clean Yield Group first reported a position in KAI in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.32M in Q2 2025. 319 funds tracked by Wall St. Rank hold KAI as of Q1 2026.

Clean Yield Group held 12,168 shares of Kadant worth $3.56M as of Q1 2026.
Clean Yield Group bought 373 Kadant shares in Q1 2026, an estimated $120K.
Kadant made up 1% of Clean Yield Group's portfolio in Q1 2026, its #40 holding.
Clean Yield Group first reported a position in Kadant in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's Kadant position peaked at $4.32M in Q2 2025.
319 funds tracked by Wall St. Rank held Kadant as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.