CWP
KDK

Curated Wealth Partners’s Kodiak AI KDK Stock Holding History

Curated Wealth Partners’s Portfolio KDK Stock Details KDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Hold
59,432
– – 0.04% 173
2026
Q1 		$412K Hold
59,432
– – 0.05% 123
2025
Q4 		$649K Buy
+59,432
New +$476K 0.07% 98

Other funds holding KDK

BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
SGOM
SIP Global Opportunity Manager Portsmouth, New Hampshire $48.5M AUM
LMC
Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Curated Wealth Partners's KDK Position: Q2 2026 in Review

Curated Wealth Partners held its Kodiak AI (KDK) position steady in Q2 2026 at 59,432 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #173.

Curated Wealth Partners first reported a position in KDK in Q4 2025 and has held it in 3 quarters since. The position peaked at $649K in Q4 2025. 76 funds tracked by Wall St. Rank hold KDK as of Q2 2026.

  • Curated Wealth Partners held 59,432 shares of Kodiak AI worth $302K as of Q2 2026.
  • Curated Wealth Partners left its Kodiak AI share count unchanged in Q2 2026.
  • Kodiak AI made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #173 holding.
  • Curated Wealth Partners first reported a position in Kodiak AI in Q4 2025 and has held it in 3 quarters since.
  • Curated Wealth Partners's Kodiak AI position peaked at $649K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.