Zhang Financial’s Kadant KAI Stock Holding History

Zhang 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 Q2	$1.55M	Hold	4,926	–	–	0.05%	157
2026 Q1	$1.44M	Hold	4,926	–	–	0.05%	159
2025 Q4	$1.4M	Sell	4,926 -165	-3%	-$46.9K	0.05%	154
2025 Q3	$1.51M	Buy	+5,091	New	+$1.66M	0.06%	144
2025 Q2	–	Sell	-5,091	Closed	-$1.72M	–	304
2025 Q1	$1.72M	Sell	5,091 -165	-3%	-$59.9K	0.09%	116
2024 Q4	$1.81M	Buy	5,256 +40	+0.8%	+$14.5K	0.1%	105
2024 Q3	$1.76M	Sell	5,216 -300	-5%	-$95.8K	0.11%	97
2024 Q2	$1.62M	Hold	5,516	–	–	0.11%	99
2024 Q1	$1.81M	Hold	5,516	–	–	0.13%	91
2023 Q4	$1.55M	Hold	5,516	–	–	0.13%	95
2023 Q3	$1.25M	Hold	5,516	–	–	0.13%	95
2023 Q2	$1.17M	Hold	5,516	–	–	0.12%	102
2023 Q1	$1.15M	Buy	+5,516	New	+$1.12M	0.13%	95

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

Zhang Financial's KAI Position: Q2 2026 in Review

Zhang Financial held its Kadant (KAI) position steady in Q2 2026 at 4,926 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #157.

Zhang Financial first reported a position in KAI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.81M in Q4 2024. 326 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

Zhang Financial held 4,926 shares of Kadant worth $1.55M as of Q2 2026.
Zhang Financial left its Kadant share count unchanged in Q2 2026.
Kadant made up 0.05% of Zhang Financial's portfolio in Q2 2026, its #157 holding.
Zhang Financial first reported a position in Kadant in Q1 2023 and has held it in 13 quarters since.
Zhang Financial's Kadant position peaked at $1.81M in Q4 2024.
326 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.