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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Medallion Wealth Advisors's KD Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Kyndryl (KD) stake by 25% in Q1 2026, selling an estimated $546 and leaving 91 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Medallion Wealth Advisors first reported a position in KD in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.12K in Q2 2025. 662 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Medallion Wealth Advisors held 91 shares of Kyndryl worth $1.19K as of Q1 2026.
  • Medallion Wealth Advisors sold 31 Kyndryl shares in Q1 2026, an estimated $546.
  • Kyndryl made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1047 holding.
  • Medallion Wealth Advisors first reported a position in Kyndryl in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Kyndryl position peaked at $5.12K in Q2 2025.
  • 662 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.