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 Q2	$4.58K	Buy	+405	New	+$5.05K	﹤0.01%	1052
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	–	1021
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cape Investment Advisory's KD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Kyndryl (KD) in Q2 2026: 405 shares worth $4.58K. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in KD as recently as Q4 2025.

Cape Investment Advisory first reported a position in KD in Q1 2023 and has held it in 12 quarters since. The position peaked at $31.3K in Q2 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Cape Investment Advisory held 405 shares of Kyndryl worth $4.58K as of Q2 2026.
Kyndryl was a new Cape Investment Advisory position in Q2 2026.
Kyndryl made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1052 holding.
Cape Investment Advisory first reported a position in Kyndryl in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Kyndryl position peaked at $31.3K in Q2 2025.
671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.