Colonial Trust Advisors’s Kyndryl KD Stock Holding History

Colonial Trust Advisors’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 Q1	$525	Buy	40 +25	+167%	+$440	﹤0.01%	697
2025 Q4	$398	Hold	15	–	–	﹤0.01%	673
2025 Q3	$450	Hold	15	–	–	﹤0.01%	656
2025 Q2	$629	Sell	15 -472	-97%	-$17.1K	﹤0.01%	662
2025 Q1	$15.3K	Buy	487 +385	+377%	+$14.4K	﹤0.01%	459
2024 Q4	$3.53K	Hold	102	–	–	﹤0.01%	592
2024 Q3	$2.34K	Hold	102	–	–	﹤0.01%	677
2024 Q2	$2.68K	Hold	102	–	–	﹤0.01%	664
2024 Q1	$2.22K	Sell	102 -29	-22%	-$617	﹤0.01%	790
2023 Q4	$2.72K	Sell	131 -18	-12%	-$308	﹤0.01%	674
2023 Q3	$2.25K	Buy	149 +18	+14%	+$267	﹤0.01%	709
2023 Q2	$1.74K	Hold	131	–	–	﹤0.01%	756
2023 Q1	$1.93K	Hold	131	–	–	﹤0.01%	730
2022 Q4	$1.46K	Buy	+131	New	+$1.32K	﹤0.01%	761

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Colonial Trust Advisors's KD Position: Q1 2026 in Review

Colonial Trust Advisors increased its Kyndryl (KD) stake by 167% in Q1 2026, buying an estimated $440 and bringing the position to 40 shares worth $525. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Colonial Trust Advisors first reported a position in KD in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.3K in Q1 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Colonial Trust Advisors held 40 shares of Kyndryl worth $525 as of Q1 2026.
Colonial Trust Advisors bought 25 Kyndryl shares in Q1 2026, an estimated $440.
Kyndryl made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #697 holding.
Colonial Trust Advisors first reported a position in Kyndryl in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's Kyndryl position peaked at $15.3K in Q1 2025.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.