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 Q2	$170	Sell	15 -25	-63%	-$312	﹤0.01%	784
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Colonial Trust Advisors's KD Position: Q2 2026 in Review

Colonial Trust Advisors reduced its Kyndryl (KD) stake by 63% in Q2 2026, selling an estimated $312 and leaving 15 shares worth $170. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Colonial Trust Advisors first reported a position in KD in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.3K in Q1 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Colonial Trust Advisors held 15 shares of Kyndryl worth $170 as of Q2 2026.
Colonial Trust Advisors sold 25 Kyndryl shares in Q2 2026, an estimated $312.
Kyndryl made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #784 holding.
Colonial Trust Advisors first reported a position in Kyndryl in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's Kyndryl position peaked at $15.3K in Q1 2025.
673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.