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Cape Investment Advisory’s Kyndryl KD Stock Holding History

Cape Investment Advisory’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 		– Sell
-746
Closed -$19.6K – 729
2025
Q4 		$19.6K Buy
+746
New +$20.2K 0.01% 617
2025
Q3 		– Sell
-746
Closed -$31.3K – 1022
2025
Q2 		$31.3K Hold
746
– – 0.01% 437
2025
Q1 		$23.4K Hold
746
– – 0.01% 450
2024
Q4 		$25.8K Hold
746
– – 0.01% 440
2024
Q3 		$17.1K Hold
746
– – 0.01% 483
2024
Q2 		$19.6K Hold
746
– – 0.01% 427
2024
Q1 		$16.2K Buy
746
+398
+114% +$8.46K 0.01% 468
2023
Q4 		$7.23K Hold
348
– – ﹤0.01% 723
2023
Q3 		$5.25K Buy
348
+30
+9% +$445 ﹤0.01% 665
2023
Q2 		$4.22K Sell
318
-30
-9% -$406 ﹤0.01% 677
2023
Q1 		$5.14K Buy
+348
New +$4.94K ﹤0.01% 666

Other funds holding KD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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