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Loring Wolcott & Coolidge Fiduciary Advisors’s Kyndryl KD Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$8.38K Hold
741
– – ﹤0.01% 528
2026
Q1 		$9.06K Sell
741
-87
-11% -$1.53K ﹤0.01% 523
2025
Q4 		$19.7K Hold
828
– – ﹤0.01% 474
2025
Q3 		$23.6K Hold
828
– – ﹤0.01% 474
2025
Q2 		$34.7K Sell
828
-185
-18% -$6.69K ﹤0.01% 414
2025
Q1 		$31.4K Hold
1,013
– – ﹤0.01% 411
2024
Q4 		$38.4K Hold
1,013
– – ﹤0.01% 419
2024
Q3 		$24.4K Sell
1,013
-39
-4% -$951 ﹤0.01% 448
2024
Q2 		$28.8K Buy
1,052
+39
+4% +$935 ﹤0.01% 429
2024
Q1 		$20.2K Hold
1,013
– – ﹤0.01% 457
2023
Q4 		$20.8K Sell
1,013
-507
-33% -$8.66K ﹤0.01% 462
2023
Q3 		$22.6K Buy
1,520
+120
+9% +$1.78K ﹤0.01% 472
2023
Q2 		$18.6K Sell
1,400
-72
-5% -$975 ﹤0.01% 506
2023
Q1 		$21.7K Buy
1,472
+15
+1% +$213 ﹤0.01% 464
2022
Q4 		$16.2K Sell
1,457
-126
-8% -$1.27K ﹤0.01% 475
2022
Q3 		$13K Sell
1,583
-80
-5% -$832 ﹤0.01% 512
2022
Q2 		$16K Sell
1,663
-341
-17% -$3.97K ﹤0.01% 520
2022
Q1 		$26K Sell
2,004
-603
-23% -$9.08K ﹤0.01% 501
2021
Q4 		$47K Buy
+2,607
New +$56.3K ﹤0.01% 468

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's KD Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Kyndryl (KD) position steady in Q2 2026 at 741 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $47K in Q4 2021. 354 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 741 shares of Kyndryl worth $8.38K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #528 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Kyndryl position peaked at $47K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.