Jones Financial Companies
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Jones Financial Companies’s Cadrenal Therapeutics CVKD Stock Holding History

Jones Financial Companies’s Portfolio CVKD Stock Details CVKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-172
Closed -$2.41K – 4445
2025
Q3 		$2.41K Hold
172
– – ﹤0.01% 3628
2025
Q2 		$1.8K Hold
172
– – ﹤0.01% 3492
2025
Q1 		$3.17K Buy
+172
New +$3.16K ﹤0.01% 3118

Other funds holding CVKD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies's CVKD Position: Q4 2025 in Review

Jones Financial Companies sold out of Cadrenal Therapeutics (CVKD) in Q4 2025, closing a stake of 172 shares — an estimated $2.41K sold.

Jones Financial Companies first reported a position in CVKD in Q1 2025 and held it in 3 quarters. The position peaked at $3.17K in Q1 2025. 20 funds tracked by Wall St. Rank hold CVKD as of Q4 2025.

  • Jones Financial Companies reported no remaining Cadrenal Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 172 Cadrenal Therapeutics shares in Q4 2025, an estimated $2.41K.
  • Jones Financial Companies first reported a position in Cadrenal Therapeutics in Q1 2025 and held it in 3 quarters.
  • Jones Financial Companies's Cadrenal Therapeutics position peaked at $3.17K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Cadrenal Therapeutics as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.