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KDK Private Wealth Management’s Crown Castle CCI Stock Holding History

KDK Private Wealth Management’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-76,241
Closed -$6.92M – 53
2024
Q4 		$6.92M Buy
+76,241
New +$7.97M 7.18% 3

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KDK Private Wealth Management's CCI Position: Q1 2025 in Review

KDK Private Wealth Management sold out of Crown Castle (CCI) in Q1 2025, closing a stake of 76,241 shares — an estimated $6.92M sold.

KDK Private Wealth Management first reported a position in CCI in Q4 2024 and held it in 1 quarter. The position peaked at $6.92M in Q4 2024. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • KDK Private Wealth Management reported no remaining Crown Castle position as of Q1 2025 after selling out during the quarter.
  • KDK Private Wealth Management sold 76,241 Crown Castle shares in Q1 2025, an estimated $6.92M.
  • KDK Private Wealth Management first reported a position in Crown Castle in Q4 2024 and held it in 1 quarter.
  • KDK Private Wealth Management's Crown Castle position peaked at $6.92M in Q4 2024.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on KDK Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.