KDK Private Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.15M	Sell	21,943 -214	-1%	-$11.4K	1.05%	18
2025 Q4	$1.09M	Sell	22,157 -142	-0.6%	-$7.04K	0.95%	20
2025 Q3	$1.11M	Sell	22,299 -206	-0.9%	-$10.5K	1.13%	19
2025 Q2	$1.15M	Sell	22,505 -1,077	-5%	-$55.1K	1.23%	16
2025 Q1	$1.21M	Sell	23,582 -857	-4%	-$43.3K	1.37%	14
2024 Q4	$1.21M	Buy	+24,439	New	+$1.24M	1.25%	16

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

KDK Private Wealth Management's FSTA Position: Q1 2026 in Review

KDK Private Wealth Management reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 0.97% in Q1 2026, selling an estimated $11.4K and leaving 21,943 shares worth $1.15M. The position accounts for 1.05% of the portfolio, ranked #18.

KDK Private Wealth Management first reported a position in FSTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2024. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

KDK Private Wealth Management held 21,943 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.15M as of Q1 2026.
KDK Private Wealth Management sold 214 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $11.4K.
Fidelity MSCI Consumer Staples Index ETF made up 1.05% of KDK Private Wealth Management's portfolio in Q1 2026, its #18 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and has held it in 6 quarters since.
KDK Private Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.21M in Q4 2024.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.