KAS
BCPC

Kemnay Advisory Services’s Balchem Corp BCPC Stock Holding History

Kemnay Advisory Services’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
1,259
+446
+55% +$74.1K 0.03% 38
2026
Q1 		$138K Sell
813
-52
-6% -$8.83K 0.02% 54
2025
Q4 		$133K Buy
+865
New +$132K 0.02% 95

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kemnay Advisory Services's BCPC Position: Q2 2026 in Review

Kemnay Advisory Services increased its Balchem Corp (BCPC) stake by 55% in Q2 2026, buying an estimated $74.1K and bringing the position to 1,259 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #38.

Kemnay Advisory Services first reported a position in BCPC in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold BCPC as of Q2 2026.

  • Kemnay Advisory Services held 1,259 shares of Balchem Corp worth $213K as of Q2 2026.
  • Kemnay Advisory Services bought 446 Balchem Corp shares in Q2 2026, an estimated $74.1K.
  • Balchem Corp made up 0.03% of Kemnay Advisory Services's portfolio in Q2 2026, its #38 holding.
  • Kemnay Advisory Services first reported a position in Balchem Corp in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.