KDK Private Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

KDK Private Wealth Management’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Sell	18,936 -238	-1%	-$17.2K	1.09%	17
2026 Q1	$1.31M	Sell	19,174 -506	-3%	-$36.4K	1.19%	17
2025 Q4	$1.44M	Sell	19,680 -252	-1%	-$17.9K	1.26%	16
2025 Q3	$1.41M	Sell	19,932 -737	-4%	-$49.8K	1.43%	14
2025 Q2	$1.34M	Sell	20,669 -446	-2%	-$26K	1.43%	14
2025 Q1	$1.19M	Sell	21,115 -133	-0.6%	-$8.01K	1.35%	15
2024 Q4	$1.25M	Buy	+21,248	New	+$1.23M	1.29%	15

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

KDK Private Wealth Management's FCOM Position: Q2 2026 in Review

KDK Private Wealth Management reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 1.2% in Q2 2026, selling an estimated $17.2K and leaving 18,936 shares worth $1.32M. The position accounts for 1.09% of the portfolio, ranked #17.

KDK Private Wealth Management first reported a position in FCOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2025. 213 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

KDK Private Wealth Management held 18,936 shares of Fidelity MSCI Communication Services Index ETF worth $1.32M as of Q2 2026.
KDK Private Wealth Management sold 238 Fidelity MSCI Communication Services Index ETF shares in Q2 2026, an estimated $17.2K.
Fidelity MSCI Communication Services Index ETF made up 1.09% of KDK Private Wealth Management's portfolio in Q2 2026, its #17 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2024 and has held it in 7 quarters since.
KDK Private Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $1.44M in Q4 2025.
213 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.