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Cassaday & Co Wealth Management’s Kyndryl KD Stock Holding History

Cassaday & Co Wealth Management’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 		$9.29K Buy
821
+33
+4% +$411 ﹤0.01% 882
2026
Q1 		$10.3K Buy
+788
New +$13.9K ﹤0.01% 883

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cassaday & Co Wealth Management's KD Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Kyndryl (KD) stake by 4.2% in Q2 2026, buying an estimated $411 and bringing the position to 821 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Cassaday & Co Wealth Management first reported a position in KD in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.3K in Q1 2026. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Cassaday & Co Wealth Management held 821 shares of Kyndryl worth $9.29K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 33 Kyndryl shares in Q2 2026, an estimated $411.
  • Kyndryl made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #882 holding.
  • Cassaday & Co Wealth Management first reported a position in Kyndryl in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Kyndryl position peaked at $10.3K in Q1 2026.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.