Kanawha Capital Management LLC

13F filer · CIK 0001164478

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$1.54BU.S. long equity reported on 13F

Positions1697 new · 4 closed

Net flow last quarter+$485KBuys minus sells

Top 10 positions weight31.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026169 positions
AAPLApple Inc.	$89.7M	5.84%	0.00%	-0.7%	Q2 2013
MSFTMicrosoft Corp	$76.1M	4.95%	0.00%	+1.2%	Q2 2013
GOOGLAlphabet Inc.	$55M	3.58%	0.00%	-1.8%	Q4 2015
JPMJPMorgan Chase & Co	$44.8M	2.91%	0.01%	-0.2%	Q2 2013
JNJJohnson & Johnson	$37.7M	2.46%	0.01%	-0.2%	Q2 2013
CSCOCisco Systems, Inc.	$36.6M	2.38%	0.01%	-0.9%	Q2 2013
LOWLowes Companies Inc	$36.6M	2.38%	0.03%	-1.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$36.3M	2.36%	Not reported	+1.0%	Q2 2013
ABBVAbbVie Inc.	$35.6M	2.32%	0.01%	-0.1%	Q2 2013
RTXRTX Corp	$32.5M	2.12%	0.01%	+0.4%	Q2 2020
APHAmphenol Corp	$30.5M	1.99%	0.01%	+0.2%	Q1 2022
CATCaterpillar Inc	$28.7M	1.87%	0.01%	-1.6%	Q2 2013
PGPROCTER & GAMBLE Co	$27.7M	1.80%	0.01%	-0.1%	Q2 2013
ORCLOracle Corp	$26.2M	1.70%	0.01%	0.0%	Q2 2013
ADPAutomatic Data Processing Inc	$26M	1.69%	0.03%	+1.9%	Q2 2013
ITWIllinois Tool Works Inc	$23.7M	1.55%	0.03%	0.0%	Q2 2013
PHParker-Hannifin Corp	$23.4M	1.52%	0.02%	+0.2%	Q2 2013
MCDMcdonalds Corp	$22M	1.43%	0.01%	+0.8%	Q2 2013
AMZNAmazon Com Inc	$21.5M	1.40%	0.00%	+9.7%	Q1 2018
ECLEcolab Inc.	$21.1M	1.38%	0.03%	+1.6%	Q2 2013
CBChubb Ltd	$20.5M	1.34%	0.02%	+0.2%	Q2 2013
XOMExxonMobil Holdings Corp	$19.7M	1.29%	0.00%	+0.1%	Q2 2013
IBMInternational Business Machines Corp	$19.7M	1.28%	0.01%	+5.3%	Q2 2013
COSTCostco Wholesale Corp	$18.8M	1.23%	0.00%	+2.0%	Q2 2013
CVXChevron Corp	$18.7M	1.22%	0.01%	-0.8%	Q2 2013
ABTAbbott Laboratories	$17.8M	1.16%	0.01%	+7.4%	Q2 2013
PEPPepsico Inc	$17.2M	1.12%	0.01%	-0.2%	Q2 2013
QCOMQualcomm Inc	$16.1M	1.05%	0.01%	+0.3%	Q2 2013
DDominion Energy, Inc	$15.7M	1.02%	0.03%	+1.4%	Q2 2013
NSCNorfolk Southern Corp	$15.5M	1.01%	0.02%	-1.3%	Q2 2013
USBUS Bancorp \de\	$15.3M	1.00%	0.02%	+0.9%	Q2 2013
KOCoca Cola Co	$14.8M	0.96%	0.00%	0.0%	Q2 2013
APDAir Products & Chemicals, Inc.	$14.2M	0.92%	0.02%	+0.8%	Q2 2013
SOSouthern Co	$13M	0.84%	0.01%	+1.3%	Q2 2013
NVDANvidia Corp	$12.7M	0.83%	0.00%	+2.1%	Q2 2020
AVGOBroadcom Inc.	$11.4M	0.74%	0.00%	+3.8%	Q4 2023
VZVerizon Communications Inc	$11.2M	0.73%	0.01%	+0.8%	Q2 2013
MDTMedtronic plc	$10.6M	0.69%	0.01%	+4.3%	Q2 2013
EMREmerson Electric Co	$10.2M	0.66%	0.01%	-0.5%	Q2 2013
MMM3m Co	$10.2M	0.66%	0.01%	-1.7%	Q2 2013
BDXBecton Dickinson & Co	$9.74M	0.63%	0.02%	-3.8%	Q2 2013
CARRCARRIER GLOBAL Corp	$9.68M	0.63%	0.02%	-0.8%	Q2 2020
LLYELI LILLY & Co	$9.65M	0.63%	0.00%	+7.4%	Q4 2020
HDHome Depot, Inc.	$9.49M	0.62%	0.00%	+0.3%	Q2 2013
TGTTarget Corp	$9.3M	0.61%	0.02%	-0.4%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$9.22M	0.60%	Not reported	-0.3%	Q2 2013
SPGIS&P Global Inc.	$8.55M	0.56%	0.01%	+1.2%	Q2 2016
DEDeere & Co	$8.31M	0.54%	0.00%	-3.0%	Q2 2013
WMTWalmart Inc.	$8.25M	0.54%	0.00%	+1.8%	Q4 2017
TFCTruist Financial Corp	$7.87M	0.51%	0.01%	-5.4%	Q4 2019

Q1 2026Reported Apr 28, 2026165 positions
AAPLApple Inc.	$79.2M	5.58%	0.00%	-0.6%	Q2 2013
MSFTMicrosoft Corp	$74.6M	5.26%	0.00%	+1.1%	Q2 2013
GOOGLAlphabet Inc.	$45.1M	3.18%	0.00%	-1.2%	Q4 2015
JPMJPMorgan Chase & Co	$40.3M	2.84%	0.01%	+0.5%	Q2 2013
LOWLowes Companies Inc	$39.8M	2.80%	0.03%	-0.5%	Q2 2013
JNJJohnson & Johnson	$36.4M	2.56%	0.01%	+0.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$34.4M	2.42%	Not reported	-1.8%	Q2 2013
RTXRTX Corp	$32.9M	2.32%	0.01%	+0.1%	Q2 2020
ABBVAbbVie Inc.	$30.8M	2.17%	0.01%	-0.2%	Q2 2013
PGPROCTER & GAMBLE Co	$27.3M	1.92%	0.01%	+3.5%	Q2 2013
ORCLOracle Corp	$26.3M	1.85%	0.01%	-5.6%	Q2 2013
MCDMcdonalds Corp	$25.1M	1.77%	0.01%	-1.7%	Q2 2013
XOMExxonMobil Holdings Corp	$24.5M	1.73%	0.00%	-0.1%	Q2 2013
CSCOCisco Systems, Inc.	$24.4M	1.72%	0.01%	+1.8%	Q2 2013
CVXChevron Corp	$23.5M	1.66%	0.01%	+0.1%	Q2 2013
ADPAutomatic Data Processing Inc	$23.1M	1.63%	0.03%	+0.5%	Q2 2013
ITWIllinois Tool Works Inc	$22.8M	1.61%	0.03%	-0.5%	Q2 2013
APHAmphenol Corp	$21.8M	1.54%	0.01%	+2.5%	Q1 2022
PHParker-Hannifin Corp	$21.4M	1.51%	0.02%	-1.9%	Q2 2013
ECLEcolab Inc.	$19.9M	1.40%	0.03%	+1.3%	Q2 2013
PEPPepsico Inc	$19.8M	1.40%	0.01%	+1.9%	Q2 2013
COSTCostco Wholesale Corp	$19.7M	1.39%	0.00%	+3.3%	Q2 2013
CBChubb Ltd	$19.6M	1.38%	0.02%	+0.8%	Q2 2013
CATCaterpillar Inc	$19.4M	1.37%	0.01%	-1.0%	Q2 2013
ABTAbbott Laboratories	$18.7M	1.32%	0.01%	+1.6%	Q2 2013
AMZNAmazon Com Inc	$17.1M	1.21%	0.00%	+5.7%	Q1 2018
IBMInternational Business Machines Corp	$16.2M	1.14%	0.01%	+3.2%	Q2 2013
NSCNorfolk Southern Corp	$14.4M	1.01%	0.02%	-0.8%	Q2 2013
DDominion Energy, Inc	$14M	0.99%	0.03%	+1.1%	Q2 2013
APDAir Products & Chemicals, Inc.	$13.9M	0.98%	0.02%	+2.4%	Q2 2013
KOCoca Cola Co	$13.9M	0.98%	0.00%	+0.6%	Q2 2013
VZVerizon Communications Inc	$13.2M	0.93%	0.01%	+3.4%	Q2 2013
USBUS Bancorp \de\	$13.1M	0.92%	0.02%	+3.3%	Q2 2013
SOSouthern Co	$12.9M	0.91%	0.01%	+3.9%	Q2 2013
MDTMedtronic plc	$11.3M	0.80%	0.01%	+1.7%	Q2 2013
QCOMQualcomm Inc	$11.2M	0.79%	0.01%	+2.4%	Q2 2013
NVDANvidia Corp	$10.9M	0.76%	0.00%	+6.1%	Q2 2020
BDXBecton Dickinson & Co	$10.5M	0.74%	0.02%	-2.4%	Q2 2013
NKENIKE, Inc.	$9.91M	0.70%	0.01%	+6.8%	Q2 2013
EMREmerson Electric Co	$9.38M	0.66%	0.01%	-0.9%	Q2 2013
MMM3m Co	$9.3M	0.66%	0.01%	-2.5%	Q2 2013
AVGOBroadcom Inc.	$8.98M	0.63%	0.00%	+1.6%	Q4 2023
WMTWalmart Inc.	$8.9M	0.63%	0.00%	+1.9%	Q4 2017
HDHome Depot, Inc.	$8.83M	0.62%	0.00%	+0.4%	Q2 2013
SPGIS&P Global Inc.	$8.82M	0.62%	0.01%	+29.5%	Q2 2016
TGTTarget Corp	$8.67M	0.61%	0.02%	-8.2%	Q2 2013
PFEPfizer Inc	$8.16M	0.58%	0.01%	+9.6%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$8.05M	0.57%	Not reported	+1.1%	Q2 2013
TFCTruist Financial Corp	$7.68M	0.54%	0.01%	-8.9%	Q4 2019
DEDeere & Co	$7.61M	0.54%	0.01%	-1.6%	Q2 2013

Q4 2025Reported Jan 28, 2026162 positions
MSFTMicrosoft Corp	$96.5M	6.65%	0.00%	-2.3%	Q2 2013
AAPLApple Inc.	$85.3M	5.88%	0.00%	-2.0%	Q2 2013
GOOGLAlphabet Inc.	$49.7M	3.42%	0.00%	-0.9%	Q4 2015
JPMJPMorgan Chase & Co	$43.9M	3.03%	0.01%	-0.8%	Q2 2013
LOWLowes Companies Inc	$40.8M	2.81%	0.03%	-0.3%	Q2 2013
ORCLOracle Corp	$36.9M	2.54%	0.01%	-4.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$36.7M	2.53%	Not reported	-0.8%	Q2 2013
ABBVAbbVie Inc.	$32.5M	2.24%	0.01%	-0.7%	Q2 2013
RTXRTX Corp	$31.2M	2.15%	0.01%	-0.9%	Q2 2020
JNJJohnson & Johnson	$30.7M	2.12%	0.01%	-0.1%	Q2 2013
ADPAutomatic Data Processing Inc	$29.1M	2.01%	0.03%	-0.5%	Q2 2013
PGPROCTER & GAMBLE Co	$26.2M	1.80%	0.01%	+0.6%	Q2 2013
MCDMcdonalds Corp	$25.1M	1.73%	0.01%	-0.1%	Q2 2013
CSCOCisco Systems, Inc.	$23.8M	1.64%	0.01%	-0.2%	Q2 2013
APHAmphenol Corp	$22.8M	1.57%	0.01%	-1.4%	Q1 2022
ABTAbbott Laboratories	$22.5M	1.55%	0.01%	+1.8%	Q2 2013
ITWIllinois Tool Works Inc	$21.7M	1.50%	0.03%	-0.9%	Q2 2013
PHParker-Hannifin Corp	$21.4M	1.48%	0.02%	-1.8%	Q2 2013
ECLEcolab Inc.	$19.3M	1.33%	0.03%	+0.7%	Q2 2013
IBMInternational Business Machines Corp	$19.1M	1.32%	0.01%	-0.1%	Q2 2013
CBChubb Ltd	$18.6M	1.28%	0.02%	-0.4%	Q2 2013
AMZNAmazon Com Inc	$18M	1.24%	0.00%	+1.7%	Q1 2018
PEPPepsico Inc	$18M	1.24%	0.01%	-0.1%	Q2 2013
XOMExxonMobil Holdings Corp	$17.4M	1.20%	0.00%	+3.2%	Q2 2013
CVXChevron Corp	$17.3M	1.19%	0.01%	+0.2%	Q2 2013
COSTCostco Wholesale Corp	$16.5M	1.14%	0.00%	+5.2%	Q2 2013
CATCaterpillar Inc	$15.8M	1.09%	0.01%	+0.1%	Q2 2013
NSCNorfolk Southern Corp	$14.6M	1.00%	0.02%	-0.9%	Q2 2013
QCOMQualcomm Inc	$14.5M	1.00%	0.01%	-0.8%	Q2 2013
BDXBecton Dickinson & Co	$13.3M	0.92%	0.02%	-16.5%	Q2 2013
DDominion Energy, Inc	$13.1M	0.90%	0.03%	+4.8%	Q2 2013
USBUS Bancorp \de\	$13M	0.89%	0.02%	+4.2%	Q2 2013
KOCoca Cola Co	$12.7M	0.87%	0.00%	+1.3%	Q2 2013
MDTMedtronic plc	$12.3M	0.85%	0.01%	+5.8%	Q2 2013
APDAir Products & Chemicals, Inc.	$11.6M	0.80%	0.02%	-2.4%	Q2 2013
SOSouthern Co	$11.2M	0.77%	0.01%	+7.5%	Q2 2013
NKENIKE, Inc.	$11.2M	0.77%	0.01%	-5.5%	Q2 2013
NVDANvidia Corp	$10.9M	0.75%	0.00%	+0.6%	Q2 2020
MMM3m Co	$10.5M	0.72%	0.01%	+0.3%	Q2 2013
VZVerizon Communications Inc	$10.3M	0.71%	0.01%	+4.4%	Q2 2013
AVGOBroadcom Inc.	$9.89M	0.68%	0.00%	-2.2%	Q4 2023
EMREmerson Electric Co	$9.59M	0.66%	0.01%	-3.0%	Q2 2013
COFCapital One Financial Corp	$9.48M	0.65%	0.01%	-0.4%	Q4 2013
HDHome Depot, Inc.	$9.21M	0.63%	0.00%	-2.7%	Q2 2013
TFCTruist Financial Corp	$9.02M	0.62%	0.01%	-13.9%	Q4 2019
AFLAflac Inc	$8.44M	0.58%	0.01%	+1188.3%	Q1 2018
SPGIS&P Global Inc.	$8.37M	0.58%	0.01%	+4.4%	Q2 2016
SPYSPDR S&P 500 ETF Trust	$8.35M	0.58%	Not reported	-1.3%	Q2 2013
NDAQNasdaq, Inc.	$8M	0.55%	0.01%	+0.6%	Q4 2020
WMTWalmart Inc.	$7.83M	0.54%	0.00%	+10.2%	Q4 2017

Q3 2025Reported Oct 31, 2025156 positions
MSFTMicrosoft Corp	$106M	7.31%	0.00%	-1.3%	Q2 2013
AAPLApple Inc.	$81.5M	5.64%	0.00%	-0.1%	Q2 2013
ORCLOracle Corp	$55.4M	3.83%	0.01%	-2.2%	Q2 2013
JPMJPMorgan Chase & Co	$43.4M	3.00%	0.01%	-0.1%	Q2 2013
LOWLowes Companies Inc	$42.7M	2.95%	0.03%	-1.0%	Q2 2013
GOOGLAlphabet Inc.	$39M	2.70%	0.00%	+0.9%	Q4 2015
BRK.BBerkshire Hathaway Inc	$37M	2.56%	Not reported	-1.1%	Q2 2013
ADPAutomatic Data Processing Inc	$33.4M	2.31%	0.03%	-0.9%	Q2 2013
ABBVAbbVie Inc.	$33.1M	2.29%	0.01%	-0.9%	Q2 2013
RTXRTX Corp	$28.8M	1.99%	0.01%	-0.9%	Q2 2020
PGPROCTER & GAMBLE Co	$27.9M	1.93%	0.01%	-2.1%	Q2 2013
JNJJohnson & Johnson	$27.6M	1.91%	0.01%	-1.0%	Q2 2013
MCDMcdonalds Corp	$25M	1.73%	0.01%	-0.6%	Q2 2013
ABTAbbott Laboratories	$23.6M	1.63%	0.01%	-0.6%	Q2 2013
ITWIllinois Tool Works Inc	$23.2M	1.61%	0.03%	+0.3%	Q2 2013
CSCOCisco Systems, Inc.	$21.2M	1.47%	0.01%	+0.2%	Q2 2013
APHAmphenol Corp	$21.1M	1.46%	0.01%	+0.2%	Q1 2022
ECLEcolab Inc.	$20.1M	1.39%	0.03%	-0.1%	Q2 2013
PHParker-Hannifin Corp	$18.8M	1.30%	0.02%	-1.4%	Q2 2013
IBMInternational Business Machines Corp	$18.2M	1.26%	0.01%	-0.3%	Q2 2013
CVXChevron Corp	$17.6M	1.22%	0.01%	+2.4%	Q2 2013
PEPPepsico Inc	$17.6M	1.22%	0.01%	-1.3%	Q2 2013
CBChubb Ltd	$16.9M	1.17%	0.02%	+0.1%	Q2 2013
COSTCostco Wholesale Corp	$16.8M	1.16%	0.00%	+4.6%	Q2 2013
AMZNAmazon Com Inc	$16.8M	1.16%	0.00%	+2.1%	Q1 2018
XOMExxonMobil Holdings Corp	$15.8M	1.09%	0.00%	-4.1%	Q2 2013
BDXBecton Dickinson & Co	$15.4M	1.06%	0.03%	+1.5%	Q2 2013
NSCNorfolk Southern Corp	$15.3M	1.06%	0.02%	-3.0%	Q2 2013
QCOMQualcomm Inc	$14.2M	0.98%	0.01%	0.0%	Q2 2013
CATCaterpillar Inc	$13.2M	0.91%	0.01%	-1.3%	Q2 2013
APDAir Products & Chemicals, Inc.	$13.1M	0.90%	0.02%	+1.2%	Q2 2013
DDominion Energy, Inc	$13.1M	0.90%	0.03%	+3.5%	Q2 2013
NKENIKE, Inc.	$13M	0.90%	0.01%	+1.1%	Q2 2013
KOCoca Cola Co	$11.9M	0.82%	0.00%	-2.1%	Q2 2013
MDTMedtronic plc	$11.5M	0.80%	0.01%	+0.6%	Q2 2013
SOSouthern Co	$11.3M	0.78%	0.01%	+0.5%	Q2 2013
USBUS Bancorp \de\	$11.3M	0.78%	0.02%	+3.1%	Q2 2013
HDHome Depot, Inc.	$11.1M	0.77%	0.00%	+0.2%	Q2 2013
NVDANvidia Corp	$10.9M	0.75%	0.00%	+3.1%	Q2 2020
VZVerizon Communications Inc	$10.7M	0.74%	0.01%	+2.8%	Q2 2013
MMM3m Co	$10.1M	0.70%	0.01%	-2.7%	Q2 2013
EMREmerson Electric Co	$9.77M	0.68%	0.01%	-0.2%	Q2 2013
TFCTruist Financial Corp	$9.74M	0.67%	0.02%	-6.8%	Q4 2019
AVGOBroadcom Inc.	$9.63M	0.67%	0.00%	+0.9%	Q4 2023
TGTTarget Corp	$8.93M	0.62%	0.02%	+0.7%	Q2 2013
COFCapital One Financial Corp	$8.35M	0.58%	0.01%	+2.2%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$8.26M	0.57%	Not reported	-0.2%	Q2 2013
CARRCARRIER GLOBAL Corp	$7.88M	0.55%	0.02%	+2.5%	Q2 2020
SPGIS&P Global Inc.	$7.47M	0.52%	0.01%	+7.1%	Q2 2016
NDAQNasdaq, Inc.	$7.24M	0.50%	0.01%	-1.3%	Q4 2020

Premium opens every quarter this fund has filed