IWC
KDK

Integrated Wealth Concepts’s Kodiak AI KDK Stock Holding History

Integrated Wealth Concepts’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 		$6.1K Buy
+1,200
New +$8.98K ﹤0.01% 4867

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

Integrated Wealth Concepts's KDK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Kodiak AI (KDK) in Q2 2026: 1,200 shares worth $6.1K. The stake represents ﹤0.01% of the portfolio and ranks #4867 among its holdings.

76 funds tracked by Wall St. Rank hold KDK as of Q2 2026.

  • Integrated Wealth Concepts held 1,200 shares of Kodiak AI worth $6.1K as of Q2 2026.
  • Kodiak AI was a new Integrated Wealth Concepts position in Q2 2026.
  • Kodiak AI made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4867 holding.
  • 76 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.