Charles Schwab
KDK

Charles Schwab’s Kodiak AI KDK Stock Holding History

Charles Schwab’s Portfolio KDK Stock Details KDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.37M Buy
663,647
+33,389
+5% +$250K ﹤0.01% 2625
2026
Q1 		$4.37M Buy
630,258
+4,674
+0.7% +$40.9K ﹤0.01% 2458
2025
Q4 		$6.83M Buy
+625,584
New +$5.01M ﹤0.01% 2311

Other funds holding KDK

BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
SGOM
SIP Global Opportunity Manager Portsmouth, New Hampshire $48.5M AUM
LMC
Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Charles Schwab's KDK Position: Q2 2026 in Review

Charles Schwab increased its Kodiak AI (KDK) stake by 5.3% in Q2 2026, buying an estimated $250K and bringing the position to 663,647 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Charles Schwab first reported a position in KDK in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.83M in Q4 2025. 76 funds tracked by Wall St. Rank hold KDK as of Q2 2026.

  • Charles Schwab held 663,647 shares of Kodiak AI worth $3.37M as of Q2 2026.
  • Charles Schwab bought 33,389 Kodiak AI shares in Q2 2026, an estimated $250K.
  • Kodiak AI made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2625 holding.
  • Charles Schwab first reported a position in Kodiak AI in Q4 2025 and has held it in 3 quarters since.
  • Charles Schwab's Kodiak AI position peaked at $6.83M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.