Kanawha Capital Management LLC Reduced Holdings in Q2 2025

Kanawha Capital Management LLC

  • $1.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
-78.4K
- 92.96%
$99.77 - $112.45 $7.82M - $8.82M
5.94K $626K
AAPL
Apple Inc.

Technology
-3.97K
- 1.22%
$172.42 - $223.89 $684K - $888K
320K $65.7M
BDX
Becton Dickinson & CO

Healthcare
-2.88K
- 3.44%
$165.15 - $226.42 $476K - $652K
80.9K $13.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-312
- 0.42%
$483.48 - $539.8 $151K - $168K
74.5K $36.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-6.29K
- 7.06%
$285.55 - $321.23 $1.8M - $2.02M
82.7K $24.2M
CVX
Chevron Corp

Energy
-419
- 0.38%
$133.73 - $168.51 $56K - $70.6K
111K $15.9M
PEP
Pepsico Inc

Consumer Defensive
-271
- 0.21%
$128.02 - $151.37 $34.7K - $41K
127K $16.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.36K
- 0.79%
$210.83 - $235.28 $287K - $320K
172K $38.1M
XOM
Exxon Mobil Corp

Energy
-778
- 0.53%
$99.93 - $119.04 $77.7K - $92.6K
146K $15.7M
TFC
Truist Financial Corp

Financial Services
-33.1K
- 12.65%
$34.79 - $42.99 $1.15M - $1.42M
229K $9.83M
TXN
Texas Instruments Inc

Technology
-4.1K
- 29.17%
N/A
9.96K $1.94M
SLB
Schlumberger Limited

Energy
-9.17K
- 19.81%
$31.95 - $42.2 $293K - $387K
37.1K $1.25M
ITW
Illinois Tool Works Inc

Industrials
-2.46K
- 2.7%
$218.41 - $252.43 $537K - $620K
88.7K $21.9M
COP
Conocophillips

Energy
-164
- 0.44%
$82.66 - $106.1 $13.6K - $17.4K
37.3K $3.34M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.99K
- 28.55%
$100.04 - $100.54 $399K - $401K
9.97K $1M
OTIS
Otis Worldwide Corp

Industrials
-1.91K
- 3.84%
$90.88 - $104.3 $173K - $199K
47.8K $4.73M
KO
Coca Cola CO

Consumer Defensive
-2.22K
- 1.2%
$68.37 - $73.9 $152K - $164K
183K $12.9M
MRK
Merck & Co., Inc.

Healthcare
-1.87K
- 11.85%
$73.47 - $87.12 $137K - $163K
13.9K $1.1M
CL
Colgate Palmolive CO

Consumer Defensive
-840
- 1.12%
$87.57 - $96.0 $73.6K - $80.6K
74.3K $6.75M
SHEL
Shell PLC

Energy
-2.27K
- 6.44%
$59.75 - $73.05 $136K - $166K
33K $2.32M
INTC
Intel Corp

Technology
-8.49K
- 20.03%
$18.13 - $22.69 $154K - $193K
33.9K $758K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 0.3%
$390.26 - $489.06 $2.34K - $2.93K
2.03K $821K
XLV
Select Sector Spdr Fund Health

ETFs
-21
- 0.13%
$128.77 - $144.3 $2.7K - $3.03K
15.7K $2.11M
VNQ
Vanguard Specialized Funds Van

ETFs
-612
- 0.79%
$79.79 - $91.42 $48.8K - $55.9K
76.6K $6.82M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.9K
- 6.5%
$24.32 - $27.87 $70.5K - $80.8K
41.7K $1.11M
CLX
Clorox CO

Consumer Defensive
-200
- 5.0%
$118.01 - $148.69 $23.6K - $29.7K
3.8K $456K
ACN
Accenture PLC

Technology
-23
- 0.26%
$279.23 - $323.21 $6.42K - $7.43K
8.83K $2.64M
HD
Home Depot, Inc.

Consumer Cyclical
-298
- 1.07%
$335.24 - $380.78 $99.9K - $113K
27.4K $10.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2K
- 7.52%
$50.1 - $51.02 $100K - $102K
24.6K $1.26M
UL
Unilever PLC

Consumer Defensive
-2.91K
- 6.04%
$57.9 - $65.43 $168K - $190K
45.2K $2.77M
BP
Bp PLC

Energy
-1.52K
- 12.21%
$26.11 - $33.81 $39.6K - $51.3K
10.9K $326K
AIT
Applied Industrial Technologies Inc

Industrials
-470
- 10.25%
$206.03 - $243.28 $96.8K - $114K
4.12K $956K
XLE
Energy Sector Spdr

ETFs
-50
- 0.64%
$76.44 - $94.13 $3.82K - $4.71K
7.81K $662K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-1.35K
- 12.21%
$41.9 - $50.31 $56.6K - $67.9K
9.71K $467K
DOV
Dover Corp

Industrials
-700
- 7.37%
$151.14 - $186.7 $106K - $131K
8.8K $1.61M
KMX
Carmax Inc

Consumer Cyclical
-153
- 4.28%
$62.27 - $82.77 $9.53K - $12.7K
3.42K $230K
IWD
Ishares Russell 1000 Val ETF

ETFs
-638
- 4.51%
$166.82 - $194.23 $106K - $124K
13.5K $2.62M
MET
Metlife Inc

Financial Services
-554
- 0.96%
$68.42 - $82.49 $37.9K - $45.7K
57.4K $4.61M
ADP
Automatic Data Processing Inc

Industrials
-1.19K
- 1.02%
$276.76 - $326.81 $328K - $387K
115K $35.4M
MO
Altria Group, Inc.

Consumer Defensive
-78
- 0.42%
$55.56 - $60.91 $4.33K - $4.75K
18.3K $1.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-485
- 32.29%
$141.37 - $228.57 $68.6K - $111K
1.02K $230K
DVY
Ishares Tr

ETFs
-62
- 0.82%
$118.37 - $134.86 $7.34K - $8.36K
7.53K $1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-200
- 1.73%
$63.54 - $68.5 $12.7K - $13.7K
11.3K $764K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-593
- 0.82%
$77.74 - $78.78 $46.1K - $46.7K
71.6K $5.63M
WM
Waste Management Inc

Industrials
-50
- 4.42%
$216.47 - $242.1 $10.8K - $12.1K
1.08K $247K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-100
- 3.06%
$121.58 - $136.74 $12.2K - $13.7K
3.17K $429K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-122
- 4.82%
$96.84 - $99.46 $11.8K - $12.1K
2.41K $238K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-150
- 3.2%
$48.13 - $49.85 $7.22K - $7.48K
4.54K $222K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-334
- 1.75%
$51.68 - $52.76 $17.3K - $17.6K
18.7K $988K
Activity Summary
Buys All Purchases 60 New Holdings 6 Increased Positions 54 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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