Creative Planning
KOD icon

Creative Planning’s Kodiak Sciences KOD Stock Holding History

Creative Planning’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$445K Buy
11,433
+3,018
+36% +$117K ﹤0.01% 3276
2026
Q1 		$321K Sell
8,415
-2,372
-22% -$61.3K ﹤0.01% 3375
2025
Q4 		$302K Buy
+10,787
New +$221K ﹤0.01% 3233
2023
Q3 		– Sell
-15,500
Closed -$107K – 2974
2023
Q2 		$107K Buy
+15,500
New +$94.8K ﹤0.01% 2334

Other funds holding KOD

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

Creative Planning's KOD Position: Q2 2026 in Review

Creative Planning increased its Kodiak Sciences (KOD) stake by 36% in Q2 2026, buying an estimated $117K and bringing the position to 11,433 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

Creative Planning first reported a position in KOD in Q2 2023 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold KOD as of Q2 2026.

  • Creative Planning held 11,433 shares of Kodiak Sciences worth $445K as of Q2 2026.
  • Creative Planning bought 3,018 Kodiak Sciences shares in Q2 2026, an estimated $117K.
  • Kodiak Sciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3276 holding.
  • Creative Planning first reported a position in Kodiak Sciences in Q2 2023 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Kodiak Sciences as of Q2 2026.

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