Focus Partners Wealth
KDK

Focus Partners Wealth’s Kodiak AI KDK Stock Holding History

Focus Partners Wealth’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
Q1 		– Sell
-11,800
Closed -$129K – 2863
2025
Q4 		$129K Buy
+11,800
New +$94.5K ﹤0.01% 2519

Other funds holding KDK

BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focus Partners Wealth's KDK Position: Q1 2026 in Review

Focus Partners Wealth sold out of Kodiak AI (KDK) in Q1 2026, closing a stake of 11,800 shares — an estimated $129K sold.

Focus Partners Wealth first reported a position in KDK in Q4 2025 and held it in 1 quarter. The position peaked at $129K in Q4 2025. 55 funds tracked by Wall St. Rank hold KDK as of Q1 2026.

  • Focus Partners Wealth reported no remaining Kodiak AI position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 11,800 Kodiak AI shares in Q1 2026, an estimated $129K.
  • Focus Partners Wealth first reported a position in Kodiak AI in Q4 2025 and held it in 1 quarter.
  • Focus Partners Wealth's Kodiak AI position peaked at $129K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Kodiak AI as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.