Creative Planning
KD icon

Creative Planning’s Kyndryl KD Stock Holding History

Creative Planning’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 		$1.74M Sell
154,129
-2,601
-2% -$32.4K ﹤0.01% 2201
2026
Q1 		$2.06M Buy
156,730
+65,676
+72% +$1.16M ﹤0.01% 1875
2025
Q4 		$2.42M Buy
91,054
+6,299
+7% +$171K ﹤0.01% 1579
2025
Q3 		$2.55M Buy
84,755
+34,097
+67% +$1.17M ﹤0.01% 1347
2025
Q2 		$2.13M Buy
50,658
+199
+0.4% +$7.2K ﹤0.01% 1265
2025
Q1 		$1.58M Buy
50,459
+2,906
+6% +$109K ﹤0.01% 1361
2024
Q4 		$1.65M Buy
47,553
+4,554
+11% +$133K ﹤0.01% 1263
2024
Q3 		$988K Buy
42,999
+1,384
+3% +$33.8K ﹤0.01% 1518
2024
Q2 		$1.09M Buy
41,615
+4,192
+11% +$100K ﹤0.01% 1346
2024
Q1 		$814K Buy
37,423
+736
+2% +$15.7K ﹤0.01% 1487
2023
Q4 		$762K Buy
36,687
+303
+0.8% +$5.18K ﹤0.01% 1415
2023
Q3 		$549K Sell
36,384
-224
-0.6% -$3.32K ﹤0.01% 1503
2023
Q2 		$486K Sell
36,608
-1,086
-3% -$14.7K ﹤0.01% 1568
2023
Q1 		$556K Sell
37,694
-7,272
-16% -$103K ﹤0.01% 1399
2022
Q4 		$500K Buy
44,966
+3,732
+9% +$37.5K ﹤0.01% 1428
2022
Q3 		$341K Buy
41,234
+1,812
+5% +$18.8K ﹤0.01% 1565
2022
Q2 		$386K Buy
39,422
+2,621
+7% +$30.5K ﹤0.01% 1457
2022
Q1 		$483K Buy
36,801
+635
+2% +$9.56K ﹤0.01% 1333
2021
Q4 		$655K Buy
+36,166
New +$781K ﹤0.01% 1161

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's KD Position: Q2 2026 in Review

Creative Planning reduced its Kyndryl (KD) stake by 1.7% in Q2 2026, selling an estimated $32.4K and leaving 154,129 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

Creative Planning first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.55M in Q3 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Creative Planning held 154,129 shares of Kyndryl worth $1.74M as of Q2 2026.
  • Creative Planning sold 2,601 Kyndryl shares in Q2 2026, an estimated $32.4K.
  • Kyndryl made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2201 holding.
  • Creative Planning first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
  • Creative Planning's Kyndryl position peaked at $2.55M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.