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 Q3	$169	Hold	15	–	–	﹤0.01%	824
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Colonial Trust Advisors's KD Position: Q3 2026 in Review

Colonial Trust Advisors held its Kyndryl (KD) position steady in Q3 2026 at 15 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Colonial Trust Advisors first reported a position in KD in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.3K in Q1 2025. 402 funds tracked by Wall St. Rank hold KD as of Q3 2026.

Colonial Trust Advisors held 15 shares of Kyndryl worth $169 as of Q3 2026.
Colonial Trust Advisors left its Kyndryl share count unchanged in Q3 2026.
Kyndryl made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #824 holding.
Colonial Trust Advisors first reported a position in Kyndryl in Q4 2022 and has held it in 16 quarters since.
Colonial Trust Advisors's Kyndryl position peaked at $15.3K in Q1 2025.
402 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.