GVAG
KDK

Great Valley Advisor Group’s Kodiak AI KDK Stock Holding History

Great Valley Advisor Group’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 		$74.2K Hold
14,600
– – ﹤0.01% 1023
2026
Q1 		$101K Sell
14,600
-3,700
-20% -$32.4K ﹤0.01% 977
2025
Q4 		$200K Buy
+18,300
New +$147K ﹤0.01% 909

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

Great Valley Advisor Group's KDK Position: Q2 2026 in Review

Great Valley Advisor Group held its Kodiak AI (KDK) position steady in Q2 2026 at 14,600 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Great Valley Advisor Group first reported a position in KDK in Q4 2025 and has held it in 3 quarters since. The position peaked at $200K in Q4 2025. 76 funds tracked by Wall St. Rank hold KDK as of Q2 2026.

  • Great Valley Advisor Group held 14,600 shares of Kodiak AI worth $74.2K as of Q2 2026.
  • Great Valley Advisor Group left its Kodiak AI share count unchanged in Q2 2026.
  • Kodiak AI made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #1023 holding.
  • Great Valley Advisor Group first reported a position in Kodiak AI in Q4 2025 and has held it in 3 quarters since.
  • Great Valley Advisor Group's Kodiak AI position peaked at $200K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.