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Loring Wolcott & Coolidge Fiduciary Advisors’s Kadant KAI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.9K Hold
130
– – ﹤0.01% 452
2026
Q1 		$42.3K Hold
130
– – ﹤0.01% 436
2025
Q4 		$41.6K Hold
130
– – ﹤0.01% 428
2025
Q3 		$38.1K Hold
130
– – ﹤0.01% 442
2025
Q2 		$41.3K Hold
130
– – ﹤0.01% 402
2025
Q1 		$39.5K Hold
130
– – ﹤0.01% 400
2024
Q4 		$49.4K Hold
130
– – ﹤0.01% 388
2024
Q3 		$41.3K Hold
130
– – ﹤0.01% 405
2024
Q2 		$44.4K Hold
130
– – ﹤0.01% 399
2024
Q1 		$36.8K Hold
130
– – ﹤0.01% 418
2023
Q4 		$37.2K Hold
130
– – ﹤0.01% 423
2023
Q3 		$30.9K Hold
130
– – ﹤0.01% 456
2023
Q2 		$28.9K Hold
130
– – ﹤0.01% 473
2023
Q1 		$27.1K Hold
130
– – ﹤0.01% 454
2022
Q4 		$23.1K Hold
130
– – ﹤0.01% 456
2022
Q3 		$22K Hold
130
– – ﹤0.01% 482
2022
Q2 		$24K Hold
130
– – ﹤0.01% 490
2022
Q1 		$25K Hold
130
– – ﹤0.01% 506
2021
Q4 		$30K Hold
130
– – ﹤0.01% 506
2021
Q3 		$27K Hold
130
– – ﹤0.01% 507
2021
Q2 		$23K Buy
+130
New +$22.9K ﹤0.01% 533
2021
Q1 		– Sell
-130
Closed -$18K – 514
2020
Q4 		$18K Hold
130
– – ﹤0.01% 516
2020
Q3 		$14K Buy
+130
New +$14.7K ﹤0.01% 493
2016
Q3 		– Sell
-20
Closed -$1K – 624
2016
Q2 		$1K Buy
+20
New +$967 ﹤0.01% 627

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MPIA
Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's KAI Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Kadant (KAI) position steady in Q2 2026 at 130 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KAI in Q2 2016 and has held it in 24 quarters since. The position peaked at $49.4K in Q4 2024. 83 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 130 shares of Kadant worth $40.9K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Kadant share count unchanged in Q2 2026.
  • Kadant made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #452 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Kadant in Q2 2016 and has held it in 24 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Kadant position peaked at $49.4K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.