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KDK Private Wealth Management’s Halliburton HAL Stock Holding History

KDK Private Wealth Management’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.13M Sell
29,033
-337
-1% -$11.7K 1.04% 20
2025
Q4 		$830K Sell
29,370
-1,536
-5% -$40.6K 0.72% 28
2025
Q3 		$760K Sell
30,906
-22
-0.1% -$487 0.77% 26
2025
Q2 		$630K Buy
30,928
+31
+0.1% +$650 0.67% 26
2025
Q1 		$784K Hold
30,897
– – 0.89% 21
2024
Q4 		$840K Buy
+30,897
New +$903K 0.87% 24

Other funds holding HAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 HAL Position: Q1 2026 in Review

KDK Private Wealth Management reduced its Halliburton (HAL) stake by 1.1% in Q1 2026, selling an estimated $11.7K and leaving 29,033 shares worth $1.13M. The position accounts for 1.04% of the portfolio, ranked #20.

KDK Private Wealth Management first reported a position in HAL in Q4 2024 and has held it in 6 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

  • KDK Private Wealth Management held 29,033 shares of Halliburton worth $1.13M as of Q1 2026.
  • KDK Private Wealth Management sold 337 Halliburton shares in Q1 2026, an estimated $11.7K.
  • Halliburton made up 1.04% of KDK Private Wealth Management's portfolio in Q1 2026, its #20 holding.
  • KDK Private Wealth Management first reported a position in Halliburton in Q4 2024 and has held it in 6 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

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