KCM
NFLX icon

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
Q2 		$5.09M Buy
71,305
+12,993
+22% +$1.14M 0.33% 72
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 $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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

Kanawha Capital Management increased its Netflix (NFLX) stake by 22% in Q2 2026, buying an estimated $1.14M and bringing the position to 71,305 shares worth $5.09M. The position accounts for 0.33% of the portfolio, ranked #72.

Kanawha Capital Management first reported a position in NFLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.61M in Q1 2026. 3,382 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Kanawha Capital Management held 71,305 shares of Netflix worth $5.09M as of Q2 2026.
  • Kanawha Capital Management bought 12,993 Netflix shares in Q2 2026, an estimated $1.14M.
  • Netflix made up 0.33% of Kanawha Capital Management's portfolio in Q2 2026, its #72 holding.
  • Kanawha Capital Management first reported a position in Netflix in Q4 2024 and has held it in 7 quarters since.
  • Kanawha Capital Management's Netflix position peaked at $5.61M in Q1 2026.
  • 3,382 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

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