CoreCap Advisors’s Kyndryl KD Stock Holding History

CoreCap 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	$1.77K	Buy	157 +25	+19%	+$317	﹤0.01%	2532
2026 Q2	$1.49K	Sell	132 -39	-23%	-$486	﹤0.01%	2613
2026 Q1	$2.24K	Buy	171 +39	+30%	+$687	﹤0.01%	2381
2025 Q4	$3.51K	Sell	132 -78	-37%	-$2.12K	﹤0.01%	2324
2025 Q3	$6.31K	Sell	210 -40	-16%	-$1.37K	﹤0.01%	2105
2025 Q2	$10.5K	Buy	250 +42	+20%	+$1.52K	﹤0.01%	1852
2025 Q1	$6.53K	Sell	208 -13	-6%	-$487	﹤0.01%	1999
2024 Q4	$7.65K	Buy	221 +37	+20%	+$1.08K	﹤0.01%	1867
2024 Q3	$4.23K	Hold	184	–	–	﹤0.01%	2016
2024 Q2	$4.84K	Sell	184 -48	-21%	-$1.15K	﹤0.01%	1178
2024 Q1	$5.05K	Buy	+232	New	+$4.93K	﹤0.01%	1918
2022 Q4	$6.14K	Buy	+552	New	+$5.55K	﹤0.01%	1692
2022 Q3	–	Sell	-587	Closed	-$6K	–	1345
2022 Q2	$6K	Buy	+587	New	+$6.83K	﹤0.01%	1622
2022 Q1	–	Sell	-2,015	Closed	-$36K	–	1346
2021 Q4	$36K	Buy	+2,015	New	+$43.5K	﹤0.01%	1110

Other funds holding KD

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

CoreCap Advisors's KD Position: Q3 2026 in Review

CoreCap Advisors increased its Kyndryl (KD) stake by 19% in Q3 2026, buying an estimated $317 and bringing the position to 157 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

CoreCap Advisors first reported a position in KD in Q4 2021 and has held it in 14 quarters since. The position peaked at $36K in Q4 2021. 118 funds tracked by Wall St. Rank hold KD as of Q3 2026.

CoreCap Advisors held 157 shares of Kyndryl worth $1.77K as of Q3 2026.
CoreCap Advisors bought 25 Kyndryl shares in Q3 2026, an estimated $317.
Kyndryl made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2532 holding.
CoreCap Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Kyndryl position peaked at $36K in Q4 2021.
118 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.