Jones Financial Companies
KDK

Jones Financial Companies’s Kodiak AI KDK Stock Holding History

Jones Financial Companies’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 		$1.46K Sell
286
-123
-30% -$920 ﹤0.01% 4509
2026
Q1 		$2.83K Hold
409
– – ﹤0.01% 4052
2025
Q4 		$4.47K Buy
+409
New +$3.28K ﹤0.01% 3549

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

Jones Financial Companies's KDK Position: Q2 2026 in Review

Jones Financial Companies reduced its Kodiak AI (KDK) stake by 30% in Q2 2026, selling an estimated $920 and leaving 286 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #4509.

Jones Financial Companies first reported a position in KDK in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.47K in Q4 2025. 76 funds tracked by Wall St. Rank hold KDK as of Q2 2026.

  • Jones Financial Companies held 286 shares of Kodiak AI worth $1.46K as of Q2 2026.
  • Jones Financial Companies sold 123 Kodiak AI shares in Q2 2026, an estimated $920.
  • Kodiak AI made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4509 holding.
  • Jones Financial Companies first reported a position in Kodiak AI in Q4 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Kodiak AI position peaked at $4.47K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Kodiak AI as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.