Kozak & Associates’s Kyndryl KD Stock Holding History

Kozak & Associates’s Portfolio KD Stock Details KD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$384	Sell	32 -101	-76%	-$1.26K	﹤0.01%	405
2026 Q1	$1.74K	Hold	133	–	–	﹤0.01%	372
2025 Q4	$3.62K	Hold	133	–	–	﹤0.01%	332
2025 Q3	$3.21K	Buy	133 +40	+43%	+$1.37K	﹤0.01%	354
2025 Q2	$3.98K	Hold	93	–	–	﹤0.01%	308
2025 Q1	$2.78K	Buy	93 +7	+8%	+$262	﹤0.01%	336
2024 Q4	$3.2K	Hold	86	–	–	﹤0.01%	329
2024 Q3	$2.15K	Hold	86	–	–	﹤0.01%	330
2024 Q2	$2.29K	Hold	86	–	–	﹤0.01%	313
2024 Q1	$2.35K	Sell	86 -3	-3%	-$64	﹤0.01%	319
2023 Q4	$1.86K	Sell	89 -11	-11%	-$188	﹤0.01%	320
2023 Q3	$1.55K	Sell	100 -90	-47%	-$1.33K	﹤0.01%	345
2023 Q2	$2.52K	Hold	190	–	–	﹤0.01%	295
2023 Q1	$2.8K	Hold	190	–	–	﹤0.01%	289
2022 Q4	$2K	Sell	190 -4	-2%	-$40	﹤0.01%	306
2022 Q3	$2K	Hold	194	–	–	﹤0.01%	300
2022 Q2	$2K	Sell	194 -6	-3%	-$70	﹤0.01%	337
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	350
2021 Q4	$2K	Buy	+200	New	+$4.32K	﹤0.01%	350

Other funds holding KD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kozak & Associates's KD Position: Q2 2026 in Review

Kozak & Associates reduced its Kyndryl (KD) stake by 76% in Q2 2026, selling an estimated $1.26K and leaving 32 shares worth $384. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Kozak & Associates first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.98K in Q2 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Kozak & Associates held 32 shares of Kyndryl worth $384 as of Q2 2026.
Kozak & Associates sold 101 Kyndryl shares in Q2 2026, an estimated $1.26K.
Kyndryl made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #405 holding.
Kozak & Associates first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
Kozak & Associates's Kyndryl position peaked at $3.98K in Q2 2025.
671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.