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
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 $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return

Creative Planning's KOD Position: Q1 2026 in Review

Creative Planning reduced its Kodiak Sciences (KOD) stake by 22% in Q1 2026, selling an estimated $61.3K and leaving 8,415 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #3375.

Creative Planning first reported a position in KOD in Q2 2023 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold KOD as of Q1 2026.

  • Creative Planning held 8,415 shares of Kodiak Sciences worth $321K as of Q1 2026.
  • Creative Planning sold 2,372 Kodiak Sciences shares in Q1 2026, an estimated $61.3K.
  • Kodiak Sciences made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3375 holding.
  • Creative Planning first reported a position in Kodiak Sciences in Q2 2023 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held Kodiak Sciences as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.