Medallion Wealth Advisors’s Kyndryl KD Stock Holding History

Medallion Wealth 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	$35.5K	Buy	715 +624	+686%	+$7.78K	0.01%	535
2026 Q1	$1.19K	Sell	91 -31	-25%	-$546	﹤0.01%	1047
2025 Q4	$3.24K	Hold	122	–	–	﹤0.01%	922
2025 Q3	$3.66K	Hold	122	–	–	﹤0.01%	907
2025 Q2	$5.12K	Buy	122 +53	+77%	+$1.92K	﹤0.01%	829
2025 Q1	$2.22K	Hold	69	–	–	﹤0.01%	904
2024 Q4	$2.39K	Buy	+69	New	+$2.01K	﹤0.01%	839

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

Medallion Wealth Advisors's KD Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Kyndryl (KD) stake by 686% in Q2 2026, buying an estimated $7.78K and bringing the position to 715 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #535.

Medallion Wealth Advisors first reported a position in KD in Q4 2024 and has held it in 7 quarters since. 675 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Medallion Wealth Advisors held 715 shares of Kyndryl worth $35.5K as of Q2 2026.
Medallion Wealth Advisors bought 624 Kyndryl shares in Q2 2026, an estimated $7.78K.
Kyndryl made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #535 holding.
Medallion Wealth Advisors first reported a position in Kyndryl in Q4 2024 and has held it in 7 quarters since.
675 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.