Whittier Trust’s Kadant KAI Stock Holding History

Whittier Trust’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	$119K	Sell	379 -11	-3%	-$3.43K	﹤0.01%	709
2026 Q1	$113K	Buy	390 +15	+4%	+$4.82K	﹤0.01%	686
2025 Q4	$114K	Hold	375	–	–	﹤0.01%	705
2025 Q3	$114K	Hold	375	–	–	﹤0.01%	694
2025 Q2	$119K	Hold	375	–	–	﹤0.01%	756
2025 Q1	$126K	Hold	375	–	–	﹤0.01%	726
2024 Q4	$129K	Hold	375	–	–	﹤0.01%	739
2024 Q3	$127K	Hold	375	–	–	﹤0.01%	744
2024 Q2	$110K	Hold	375	–	–	﹤0.01%	755
2024 Q1	$123K	Hold	375	–	–	﹤0.01%	747
2023 Q4	$105K	Hold	375	–	–	﹤0.01%	760
2023 Q3	$84.6K	Hold	375	–	–	﹤0.01%	803
2023 Q2	$83.3K	Hold	375	–	–	﹤0.01%	821
2023 Q1	$78.2K	Hold	375	–	–	﹤0.01%	876
2022 Q4	$66.6K	Hold	375	–	–	﹤0.01%	906
2022 Q3	$63K	Hold	375	–	–	﹤0.01%	926
2022 Q2	$68K	Hold	375	–	–	﹤0.01%	898
2022 Q1	$73K	Hold	375	–	–	﹤0.01%	898
2021 Q4	$86K	Hold	375	–	–	﹤0.01%	860
2021 Q3	$77K	Hold	375	–	–	﹤0.01%	836
2021 Q2	$66K	Hold	375	–	–	﹤0.01%	887
2021 Q1	$69K	Hold	375	–	–	﹤0.01%	855
2020 Q4	$53K	Hold	375	–	–	﹤0.01%	843
2020 Q3	$41K	Hold	375	–	–	﹤0.01%	874
2020 Q2	$37K	Hold	375	–	–	﹤0.01%	847
2020 Q1	$28K	Hold	375	–	–	﹤0.01%	916
2019 Q4	$40K	Hold	375	–	–	﹤0.01%	891
2019 Q3	$33K	Hold	375	–	–	﹤0.01%	926
2019 Q2	$34K	Hold	375	–	–	﹤0.01%	861
2019 Q1	$33K	Hold	375	–	–	﹤0.01%	863
2018 Q4	$31K	Hold	375	–	–	﹤0.01%	880
2018 Q3	$40K	Hold	375	–	–	﹤0.01%	817
2018 Q2	$36K	Hold	375	–	–	﹤0.01%	819
2018 Q1	$35K	Hold	375	–	–	﹤0.01%	845
2017 Q4	$38K	Hold	375	–	–	﹤0.01%	807
2017 Q3	$37K	Hold	375	–	–	﹤0.01%	803
2017 Q2	$28K	Hold	375	–	–	﹤0.01%	820
2017 Q1	$22K	Hold	375	–	–	﹤0.01%	874
2016 Q4	$23K	Hold	375	–	–	﹤0.01%	862
2016 Q3	$20K	Hold	375	–	–	﹤0.01%	875
2016 Q2	$19K	Hold	375	–	–	﹤0.01%	897
2016 Q1	$17K	Hold	375	–	–	﹤0.01%	894
2015 Q4	$15K	Hold	375	–	–	﹤0.01%	908
2015 Q3	$15K	Hold	375	–	–	﹤0.01%	897
2015 Q2	$18K	Buy	+375	New	+$18.7K	﹤0.01%	918

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Whittier Trust's KAI Position: Q2 2026 in Review

Whittier Trust reduced its Kadant (KAI) stake by 2.8% in Q2 2026, selling an estimated $3.43K and leaving 379 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Whittier Trust first reported a position in KAI in Q2 2015 and has held it in 45 quarters since. The position peaked at $129K in Q4 2024. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Whittier Trust held 379 shares of Kadant worth $119K as of Q2 2026.
Whittier Trust sold 11 Kadant shares in Q2 2026, an estimated $3.43K.
Kadant made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #709 holding.
Whittier Trust first reported a position in Kadant in Q2 2015 and has held it in 45 quarters since.
Whittier Trust's Kadant position peaked at $129K in Q4 2024.
326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.