Mackenzie Financial’s Kadant KAI Stock Holding History

Mackenzie Financial’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 Q1	–	Sell	-739	Closed	-$218K	–	1587
2025 Q4	$218K	Sell	739 -20	-3%	-$5.68K	﹤0.01%	1515
2025 Q3	$226K	Hold	759	–	–	﹤0.01%	1512
2025 Q2	$241K	Hold	759	–	–	﹤0.01%	1477
2025 Q1	$256K	Hold	759	–	–	﹤0.01%	1438
2024 Q4	$262K	Hold	759	–	–	﹤0.01%	1441
2024 Q3	$257K	Buy	759 +29	+4%	+$9.26K	﹤0.01%	1258
2024 Q2	$214K	Hold	730	–	–	﹤0.01%	1316
2024 Q1	$240K	Hold	730	–	–	﹤0.01%	1275
2023 Q4	$205K	Buy	+730	New	+$183K	﹤0.01%	1325
2023 Q2	–	Sell	-1,250	Closed	-$261K	–	1574
2023 Q1	$261K	Hold	1,250	–	–	﹤0.01%	1242
2022 Q4	$222K	Buy	+1,250	New	+$222K	﹤0.01%	1207

Other funds holding KAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's KAI Position: Q1 2026 in Review

Mackenzie Financial sold out of Kadant (KAI) in Q1 2026, closing a stake of 739 shares — an estimated $218K sold.

Mackenzie Financial first reported a position in KAI in Q4 2022 and held it in 11 quarters. The position peaked at $262K in Q4 2024. 321 funds tracked by Wall St. Rank hold KAI as of Q1 2026.

Mackenzie Financial reported no remaining Kadant position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 739 Kadant shares in Q1 2026, an estimated $218K.
Mackenzie Financial first reported a position in Kadant in Q4 2022 and held it in 11 quarters.
Mackenzie Financial's Kadant position peaked at $262K in Q4 2024.
321 funds tracked by Wall St. Rank held Kadant as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.