Kennondale Capital Management’s Weyerhaeuser WY Stock Holding History

Kennondale Capital Management’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Buy	48,804 +31,627	+184%	+$795K	0.86%	51
2025 Q4	$407K	Hold	17,177	–	–	0.3%	79
2025 Q3	$426K	Hold	17,177	–	–	0.33%	75
2025 Q2	$441K	Hold	17,177	–	–	0.45%	72
2025 Q1	$503K	Hold	17,177	–	–	0.55%	67
2024 Q4	$484K	Buy	+17,177	New	+$536K	0.52%	70

Other funds holding WY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kennondale Capital Management's WY Position: Q1 2026 in Review

Kennondale Capital Management increased its Weyerhaeuser (WY) stake by 184% in Q1 2026, buying an estimated $795K and bringing the position to 48,804 shares worth $1.19M. The position accounts for 0.86% of the portfolio, ranked #51.

Kennondale Capital Management first reported a position in WY in Q4 2024 and has held it in 6 quarters since. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

Kennondale Capital Management held 48,804 shares of Weyerhaeuser worth $1.19M as of Q1 2026.
Kennondale Capital Management bought 31,627 Weyerhaeuser shares in Q1 2026, an estimated $795K.
Weyerhaeuser made up 0.86% of Kennondale Capital Management's portfolio in Q1 2026, its #51 holding.
Kennondale Capital Management first reported a position in Weyerhaeuser in Q4 2024 and has held it in 6 quarters since.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Kennondale Capital Management's 13F filing for Q1 2026, filed 12 May 2026.