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Kanawha Capital Management’s Netflix NFLX Stock Holding History

Kanawha Capital Management’s Portfolio NFLX Stock Details NFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.61M Buy
58,312
+54,888
+1,603% +$4.84M 0.4% 69
2025
Q4 		$321K Buy
3,424
+144
+4% +$15.5K 0.02% 183
2025
Q3 		$393K Hold
3,280
– – 0.03% 168
2025
Q2 		$439K Sell
3,280
-150
-4% -$17K 0.03% 159
2025
Q1 		$320K Buy
3,430
+740
+28% +$70.4K 0.02% 176
2024
Q4 		$240K Buy
+2,690
New +$221K 0.02% 200

Other funds holding NFLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kanawha Capital Management's NFLX Position: Q1 2026 in Review

Kanawha Capital Management increased its Netflix (NFLX) stake by 1,603% in Q1 2026, buying an estimated $4.84M and bringing the position to 58,312 shares worth $5.61M. The position accounts for 0.4% of the portfolio, ranked #69.

Kanawha Capital Management first reported a position in NFLX in Q4 2024 and has held it in 6 quarters since. 3,607 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Kanawha Capital Management held 58,312 shares of Netflix worth $5.61M as of Q1 2026.
  • Kanawha Capital Management bought 54,888 Netflix shares in Q1 2026, an estimated $4.84M.
  • Netflix made up 0.4% of Kanawha Capital Management's portfolio in Q1 2026, its #69 holding.
  • Kanawha Capital Management first reported a position in Netflix in Q4 2024 and has held it in 6 quarters since.
  • 3,607 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.