BURNEY CO/ KMT — D KENNAMETAL COM

Ownership history in BURNEY CO/  ·  9 quarters on record

AI Ownership Summary

BURNEY CO/ reported D KENNAMETAL COM (KMT) in 9 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.09% in 2026 Q3. The latest visible filing shows KMT at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in D KENNAMETAL COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

KMT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KMT stock page BURNEY CO/ fund profile BURNEY CO/ full holdings
How BURNEY CO/ held KMT — position size vs. price
% of Fund (quarterly)    KMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 112,110 +57,497 +105.3% 0.09% $3.4M 2026-10-15 $30.99
2026 Q2 ADDED — — — 54,613 +34,297 +168.8% 0.05% $1.9M 2026-07-15 $34.54
2026 Q1 REDUCED 72.3% -3.1% ✅ 20,316 -52,941 -72.3% 0.02% $734K 2026-04-29 $38.10
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KMT

As of 2026 Q3 — sorted by position size

STEEL GROVE CAPITAL ADVISORS, LLC 3Y 7Y 0.16% ANCHYRA PARTNERS LLC 0.06% Y-Intercept (Hong Kong) Ltd 3Y 0.05% Able Wealth Management LLC 0.05% Fortitude Family Office, LLC 0.02% Artemis Investment Management LLP 3Y 7Y 0.02% GUYASUTA INVESTMENT ADVISORS INC 3Y 7Y 0.01% SAX WEALTH ADVISORS, LLC 3Y 0.01% Atria Investments, Inc 3Y 7Y 0.01% Hennion & Walsh Asset Management, Inc. 3Y 0.01%

FAQ About BURNEY CO/ and KMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning KMT?

BURNEY CO/ reported KMT across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported KMT position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for KMT was 0.09% in 2026 Q3.

What is the latest reported KMT position on this page?

The most recent filing on this page is 2026 Q3, when BURNEY CO/ reported 112,110 shares, equal to 0.09% of portfolio, with an estimated market value of $3.4M.

What does the chart on this KMT ownership page compare?

The chart compares BURNEY CO/'s quarterly KMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURNEY CO/ time their KMT position?

Based on 13F filing dates vs. subsequent KMT price moves, BURNEY CO/ correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on KMT relative to SPY over the holding period was +196.6%.

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