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Coldstream Capital Management’s Kaiser Aluminum KALU Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-691
Closed -$41.9K – 2256
2025
Q1 		$41.9K Buy
+691
New +$48.4K ﹤0.01% 1792

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Coldstream Capital Management's KALU Position: Q2 2025 in Review

Coldstream Capital Management sold out of Kaiser Aluminum (KALU) in Q2 2025, closing a stake of 691 shares — an estimated $41.9K sold.

Coldstream Capital Management first reported a position in KALU in Q1 2025 and held it in 1 quarter. The position peaked at $41.9K in Q1 2025. 198 funds tracked by Wall St. Rank hold KALU as of Q2 2025.

  • Coldstream Capital Management reported no remaining Kaiser Aluminum position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 691 Kaiser Aluminum shares in Q2 2025, an estimated $41.9K.
  • Coldstream Capital Management first reported a position in Kaiser Aluminum in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Kaiser Aluminum position peaked at $41.9K in Q1 2025.
  • 198 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.