Money Concepts Capital’s Kyndryl KD Stock Holding History

Money Concepts Capital’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	–	Sell	-69,630	Closed	-$1.85M	–	588
2025 Q4	$1.85M	Buy	69,630 +1,742	+3%	+$47.2K	0.1%	180
2025 Q3	$2.04M	Buy	67,888 +14,260	+27%	+$490K	0.13%	168
2025 Q2	$2.25M	Buy	53,628 +23,759	+80%	+$859K	0.15%	139
2025 Q1	$938K	Buy	29,869 +1,242	+4%	+$46.5K	0.07%	229
2024 Q4	$990K	Sell	28,627 -3,431	-11%	-$99.9K	0.07%	210
2024 Q3	$737K	Sell	32,058 -1,782	-5%	-$43.5K	0.06%	249
2024 Q2	$890K	Buy	33,840 +1,338	+4%	+$32.1K	0.07%	219
2024 Q1	$707K	Buy	32,502 +7,408	+30%	+$158K	0.07%	246
2023 Q4	$521K	Buy	25,094 +2,182	+10%	+$37.3K	0.05%	268
2023 Q3	$346K	Buy	22,912 +2,806	+14%	+$41.6K	0.04%	286
2023 Q2	$267K	Buy	20,106 +216	+1%	+$2.92K	0.03%	318
2023 Q1	$294K	Sell	19,890 -1,410	-7%	-$20K	0.02%	358
2022 Q4	$237K	Buy	21,300 +1,975	+10%	+$19.9K	0.01%	620
2022 Q3	$160K	Buy	19,325 +1,147	+6%	+$11.9K	0.01%	464
2022 Q2	$183K	Buy	18,178 +2,029	+13%	+$23.6K	0.02%	436
2022 Q1	$212K	Buy	+16,149	New	+$243K	0.01%	716

Other funds holding KD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return