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Caldwell Trust’s Kyndryl KD Stock Holding History

Caldwell Trust’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
Q4 		– Sell
-60
Closed -$1.8K – 776
2025
Q3 		$1.8K Sell
60
-25
-29% -$859 ﹤0.01% 726
2025
Q2 		$3.57K Hold
85
– – ﹤0.01% 699
2025
Q1 		$2.67K Buy
85
+60
+240% +$2.25K ﹤0.01% 717
2024
Q4 		$865 Hold
25
– – ﹤0.01% 700
2024
Q3 		$575 Sell
25
-77
-75% -$1.88K ﹤0.01% 697
2024
Q2 		$2.68K Sell
102
-84
-45% -$2.01K ﹤0.01% 669
2024
Q1 		$4.05K Hold
186
– – ﹤0.01% 671
2023
Q4 		$3.87K Sell
186
-70
-27% -$1.2K ﹤0.01% 664
2023
Q3 		$3.87K Sell
256
-48
-16% -$712 ﹤0.01% 661
2023
Q2 		$4.04K Buy
304
+67
+28% +$907 ﹤0.01% 689
2023
Q1 		$3.5K Sell
237
-80
-25% -$1.14K ﹤0.01% 685
2022
Q4 		$3.52K Sell
317
-180
-36% -$1.81K ﹤0.01% 680
2022
Q3 		$4.11K Sell
497
-49
-9% -$510 ﹤0.01% 669
2022
Q2 		$5.34K Sell
546
-1,923
-78% -$22.4K ﹤0.01% 673
2022
Q1 		$32.4K Sell
2,469
-422
-15% -$6.35K ﹤0.01% 516
2021
Q4 		$52.3K Buy
+2,891
New +$62.4K 0.01% 455

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Caldwell Trust's KD Position: Q4 2025 in Review

Caldwell Trust sold out of Kyndryl (KD) in Q4 2025, closing a stake of 60 shares — an estimated $1.8K sold.

Caldwell Trust first reported a position in KD in Q4 2021 and held it in 16 quarters. The position peaked at $52.3K in Q4 2021. 702 funds tracked by Wall St. Rank hold KD as of Q4 2025.

  • Caldwell Trust reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 60 Kyndryl shares in Q4 2025, an estimated $1.8K.
  • Caldwell Trust first reported a position in Kyndryl in Q4 2021 and held it in 16 quarters.
  • Caldwell Trust's Kyndryl position peaked at $52.3K in Q4 2021.
  • 702 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.