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KDK Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

KDK Private Wealth Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$596K Sell
1,041
-284
-21% -$182K 0.54% 32
2025
Q4 		$875K Buy
1,325
+288
+28% +$192K 0.76% 26
2025
Q3 		$762K Sell
1,037
-107
-9% -$79.6K 0.77% 25
2025
Q2 		$844K Buy
1,144
+144
+14% +$89K 0.9% 20
2025
Q1 		$576K Sell
1,000
-1,000
-50% -$645K 0.66% 28
2024
Q4 		$1.17M Buy
+2,000
New +$1.17M 1.22% 17

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

KDK Private Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 21% in Q1 2026, selling an estimated $182K and leaving 1,041 shares worth $596K. The position accounts for 0.54% of the portfolio, ranked #32.

KDK Private Wealth Management first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2024. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • KDK Private Wealth Management held 1,041 shares of Meta Platforms (Facebook) worth $596K as of Q1 2026.
  • KDK Private Wealth Management sold 284 Meta Platforms (Facebook) shares in Q1 2026, an estimated $182K.
  • Meta Platforms (Facebook) made up 0.54% of KDK Private Wealth Management's portfolio in Q1 2026, its #32 holding.
  • KDK Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • KDK Private Wealth Management's Meta Platforms (Facebook) position peaked at $1.17M in Q4 2024.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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