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 		$867K Sell
21,015
-38,417
-65% -$287K 0.11% 158
2026
Q1 		$412K Hold
59,432
– – 0.05% 123
2025
Q4 		$649K Buy
+59,432
New +$476K 0.07% 98