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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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