KCM
AVGO icon

Kanawha Capital Management’s Broadcom AVGO Stock Holding History

Kanawha Capital Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4M Buy
30,130
+1,107
+4% +$444K 0.74% 41
2026
Q1 		$8.98M Buy
29,023
+454
+2% +$149K 0.63% 46
2025
Q4 		$9.89M Sell
28,569
-630
-2% -$225K 0.68% 45
2025
Q3 		$9.63M Buy
29,199
+248
+0.9% +$76.1K 0.67% 48
2025
Q2 		$7.98M Buy
28,951
+2,038
+8% +$443K 0.59% 52
2025
Q1 		$4.51M Buy
26,913
+1,669
+7% +$353K 0.35% 70
2024
Q4 		$5.85M Buy
25,244
+747
+3% +$138K 0.46% 59
2024
Q3 		$4.23M Buy
24,497
+1,647
+7% +$264K 0.31% 73
2024
Q2 		$3.67M Buy
22,850
+8,440
+59% +$1.18M 0.29% 73
2024
Q1 		$1.91M Buy
14,410
+3,840
+36% +$476K 0.15% 94
2023
Q4 		$1.18M Buy
+10,570
New +$1M 0.11% 104

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kanawha Capital Management's AVGO Position: Q2 2026 in Review

Kanawha Capital Management increased its Broadcom (AVGO) stake by 3.8% in Q2 2026, buying an estimated $444K and bringing the position to 30,130 shares worth $11.4M. The position accounts for 0.74% of the portfolio, ranked #41.

Kanawha Capital Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,842 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Kanawha Capital Management held 30,130 shares of Broadcom worth $11.4M as of Q2 2026.
  • Kanawha Capital Management bought 1,107 Broadcom shares in Q2 2026, an estimated $444K.
  • Broadcom made up 0.74% of Kanawha Capital Management's portfolio in Q2 2026, its #41 holding.
  • Kanawha Capital Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.