CA
KDK

Clearstead Advisors’s Kodiak AI KDK Stock Holding History

Clearstead Advisors’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 		$2.54K Hold
500
– – ﹤0.01% 2395
2026
Q1 		$3.47K Buy
+500
New +$4.37K ﹤0.01% 1790

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

Clearstead Advisors's KDK Position: Q2 2026 in Review

Clearstead Advisors held its Kodiak AI (KDK) position steady in Q2 2026 at 500 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Clearstead Advisors first reported a position in KDK in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.47K in Q1 2026. 76 funds tracked by Wall St. Rank hold KDK as of Q2 2026.

  • Clearstead Advisors held 500 shares of Kodiak AI worth $2.54K as of Q2 2026.
  • Clearstead Advisors left its Kodiak AI share count unchanged in Q2 2026.
  • Kodiak AI made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2395 holding.
  • Clearstead Advisors first reported a position in Kodiak AI in Q1 2026 and has held it in 2 quarters since.
  • Clearstead Advisors's Kodiak AI position peaked at $3.47K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.