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Carolinas Wealth Consulting’s Kyndryl KD Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-63
Closed -$1.98K – 510
2025
Q1 		$1.98K Hold
63
– – ﹤0.01% 803
2024
Q4 		$2.18K Hold
63
– – ﹤0.01% 815
2024
Q3 		$1.45K Hold
63
– – ﹤0.01% 867
2024
Q2 		$1.66K Hold
63
– – ﹤0.01% 829
2024
Q1 		$1.37K Sell
63
-90
-59% -$1.91K ﹤0.01% 845
2023
Q4 		$608 Hold
153
– – ﹤0.01% 894
2023
Q3 		$466 Hold
153
– – ﹤0.01% 933
2023
Q2 		$435 Sell
153
-3
-2% -$41 ﹤0.01% 1018
2023
Q1 		$514 Hold
156
– – ﹤0.01% 987
2022
Q4 		$419 Sell
156
-44
-22% -$443 ﹤0.01% 1026
2022
Q3 		$1K Hold
200
– – ﹤0.01% 832
2022
Q2 		$1K Buy
200
+50
+33% +$582 ﹤0.01% 832
2022
Q1 		$2K Sell
150
-26
-15% -$391 ﹤0.01% 800
2021
Q4 		$3K Buy
+176
New +$3.8K ﹤0.01% 776

Other funds holding KD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Carolinas Wealth Consulting's KD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Kyndryl (KD) in Q2 2025, closing a stake of 63 shares — an estimated $1.98K sold.

Carolinas Wealth Consulting first reported a position in KD in Q4 2021 and held it in 14 quarters. The position peaked at $3K in Q4 2021. 736 funds tracked by Wall St. Rank hold KD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Kyndryl position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 63 Kyndryl shares in Q2 2025, an estimated $1.98K.
  • Carolinas Wealth Consulting first reported a position in Kyndryl in Q4 2021 and held it in 14 quarters.
  • Carolinas Wealth Consulting's Kyndryl position peaked at $3K in Q4 2021.
  • 736 funds tracked by Wall St. Rank held Kyndryl as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.