Geode Capital Management
KNF icon

Geode Capital Management’s Knife River KNF Stock Holding History

Geode Capital Management’s Portfolio KNF Stock Details KNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127M Buy
1,523,250
+91,528
+6% +$7.57M 0.01% 1040
2026
Q1 		$117M Buy
1,431,722
+14,314
+1% +$1.15M 0.01% 986
2025
Q4 		$99.7M Buy
1,417,408
+9,125
+0.6% +$641K 0.01% 1078
2025
Q3 		$108M Buy
1,408,283
+12,557
+0.9% +$1.03M 0.01% 1014
2025
Q2 		$114M Buy
1,395,726
+15,464
+1% +$1.41M 0.01% 949
2025
Q1 		$125M Buy
1,380,262
+47,821
+4% +$4.66M 0.01% 840
2024
Q4 		$135M Sell
1,332,441
-4,832
-0.4% -$472K 0.01% 810
2024
Q3 		$120M Buy
1,337,273
+26,198
+2% +$2.05M 0.01% 871
2024
Q2 		$92M Buy
1,311,075
+36,239
+3% +$2.71M 0.01% 973
2024
Q1 		$103M Buy
1,274,836
+43,585
+4% +$3.06M 0.01% 901
2023
Q4 		$81.5M Buy
1,231,251
+103,968
+9% +$5.91M 0.01% 996
2023
Q3 		$55.1M Buy
1,127,283
+49,441
+5% +$2.35M 0.01% 1171
2023
Q2 		$46.9M Buy
+1,077,842
New +$45.7M 0.01% 1292

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management's KNF Position: Q2 2026 in Review

Geode Capital Management increased its Knife River (KNF) stake by 6.4% in Q2 2026, buying an estimated $7.57M and bringing the position to 1,523,250 shares worth $127M. The position accounts for 0.01% of the portfolio, ranked #1040.

Geode Capital Management first reported a position in KNF in Q2 2023 and has held it in 13 quarters since. The position peaked at $135M in Q4 2024. 391 funds tracked by Wall St. Rank hold KNF as of Q2 2026.

  • Geode Capital Management held 1,523,250 shares of Knife River worth $127M as of Q2 2026.
  • Geode Capital Management bought 91,528 Knife River shares in Q2 2026, an estimated $7.57M.
  • Knife River made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #1040 holding.
  • Geode Capital Management first reported a position in Knife River in Q2 2023 and has held it in 13 quarters since.
  • Geode Capital Management's Knife River position peaked at $135M in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Knife River as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.