Barrett & Company’s Kyndryl KD Stock Holding History

Barrett & Company’s Portfolio KD Stock Details KD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.95K	Hold	301	–	–	﹤0.01%	541
2025 Q4	$7.99K	Hold	301	–	–	﹤0.01%	487
2025 Q3	$9.04K	Sell	301 -14	-4%	-$481	﹤0.01%	476
2025 Q2	$13.2K	Sell	315 -132	-30%	-$4.77K	0.01%	452
2025 Q1	$14K	Buy	447 +103	+30%	+$3.86K	0.01%	417
2024 Q4	$11.9K	Sell	344 -56	-14%	-$1.63K	0.01%	423
2024 Q3	$9.19K	Hold	400	–	–	﹤0.01%	431
2024 Q2	$10.5K	Sell	400 -216	-35%	-$5.18K	﹤0.01%	426
2024 Q1	$13.4K	Buy	616 +200	+48%	+$4.25K	0.01%	413
2023 Q4	$8.64K	Hold	416	–	–	﹤0.01%	424
2023 Q3	$6.28K	Hold	416	–	–	﹤0.01%	461
2023 Q2	$5.52K	Sell	416 -5	-1%	-$68	﹤0.01%	464
2023 Q1	$6.21K	Sell	421 -15	-3%	-$213	﹤0.01%	429
2022 Q4	$4.85K	Hold	436	–	–	﹤0.01%	450
2022 Q3	$4.85K	Buy	+436	New	+$4.54K	﹤0.01%	450

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Barrett & Company's KD Position: Q1 2026 in Review

Barrett & Company held its Kyndryl (KD) position steady in Q1 2026 at 301 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Barrett & Company first reported a position in KD in Q3 2022 and has held it in 15 quarters since. The position peaked at $14K in Q1 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Barrett & Company held 301 shares of Kyndryl worth $3.95K as of Q1 2026.
Barrett & Company left its Kyndryl share count unchanged in Q1 2026.
Kyndryl made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #541 holding.
Barrett & Company first reported a position in Kyndryl in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Kyndryl position peaked at $14K in Q1 2025.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.