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Burkett Financial Services’s Kyndryl KD Stock Holding History

Burkett Financial Services’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
2025
Q3 		– Sell
-1
Closed -$42 – 231
2025
Q2 		$42 Hold
1
– – ﹤0.01% 223
2025
Q1 		$31 Hold
1
– – ﹤0.01% 251
2024
Q4 		$35 Hold
1
– – ﹤0.01% 217
2024
Q3 		$23 Hold
1
– – ﹤0.01% 212
2024
Q2 		$26 Hold
1
– – ﹤0.01% 194
2024
Q1 		$22 Hold
1
– – ﹤0.01% 196
2023
Q4 		$21 Buy
+1
New +$17 ﹤0.01% 193

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Burkett Financial Services's KD Position: Q3 2025 in Review

Burkett Financial Services sold out of Kyndryl (KD) in Q3 2025, closing a stake of 1 share — an estimated $42 sold.

Burkett Financial Services first reported a position in KD in Q4 2023 and held it in 7 quarters. The position peaked at $42 in Q2 2025. 689 funds tracked by Wall St. Rank hold KD as of Q3 2025.

  • Burkett Financial Services reported no remaining Kyndryl position as of Q3 2025 after selling out during the quarter.
  • Burkett Financial Services sold 1 Kyndryl share in Q3 2025, an estimated $42.
  • Burkett Financial Services first reported a position in Kyndryl in Q4 2023 and held it in 7 quarters.
  • Burkett Financial Services's Kyndryl position peaked at $42 in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Kyndryl as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.