KANAWHA CAPITAL MANAGEMENT LLC

Q2 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
228
Total value ($000)
$1,535,949
Net value change ($000)
+116,918 (8.2%)
New positions
12
Sold out positions
5
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CSCO 12,203 50.0%
AAPL 10,462 13.2%
GOOGL 9,946 22.1%
CAT 9,292 47.9%
APH 8,686 39.8%
QCOM 4,912 43.9%
ABBV 4,813 15.6%
IVV 4,696 13.7%
JPM 4,459 11.1%
AMZN 4,371 25.5%
Top Reduces (Value $000, Stocks/ETFs)
AFL -5,530 -89.3%
CVX -4,835 -20.5%
XOM -4,728 -19.3%
NKE -4,292 -43.3%
LOW -3,248 -8.2%
MCD -3,099 -12.3%
PEP -2,566 -13.0%
VZ -1,980 -15.0%
PFE -1,161 -14.2%
COP -1,090 -21.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type