EWM
KDK

Evercore Wealth Management’s Kodiak AI KDK Stock Holding History

Evercore Wealth Management’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
2025
Q2 		– Sell
-30,543
Closed -$341K – 433
2025
Q1 		$341K Buy
+30,543
New +$338K 0.01% 322
2024
Q1 		– Sell
-26,850
Closed -$280K – 452
2023
Q4 		$280K Hold
26,850
– – ﹤0.01% 356
2023
Q3 		$276K Buy
+26,850
New +$274K 0.01% 333

Other funds holding KDK

MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return
FBCM
Fort Baker Capital Management Larkspur, California $1.37B AUM 26.91% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

Evercore Wealth Management's KDK Position: Q2 2025 in Review

Evercore Wealth Management sold out of Kodiak AI (KDK) in Q2 2025, closing a stake of 30,543 shares — an estimated $341K sold.

Evercore Wealth Management first reported a position in KDK in Q3 2023 and held it in 3 quarters. The position peaked at $341K in Q1 2025. 60 funds tracked by Wall St. Rank hold KDK as of Q2 2025.

  • Evercore Wealth Management reported no remaining Kodiak AI position as of Q2 2025 after selling out during the quarter.
  • Evercore Wealth Management sold 30,543 Kodiak AI shares in Q2 2025, an estimated $341K.
  • Evercore Wealth Management first reported a position in Kodiak AI in Q3 2023 and held it in 3 quarters.
  • Evercore Wealth Management's Kodiak AI position peaked at $341K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2025.

Based on Evercore Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.