MCFP
KD icon

McCarley & Cook Financial Planners’s Kyndryl KD Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$372 Hold
33
– – ﹤0.01% 258
2026
Q2 		$373 Hold
33
– – ﹤0.01% 245
2026
Q1 		$433 Hold
33
– – ﹤0.01% 258
2025
Q4 		$876 Buy
+33
New +$895 ﹤0.01% 249

Other funds holding KD

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Beau Ventures, LLc
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

McCarley & Cook Financial Planners's KD Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Kyndryl (KD) position steady in Q3 2026 at 33 shares worth $372. The position accounts for ﹤0.01% of the portfolio, ranked #258.

McCarley & Cook Financial Planners first reported a position in KD in Q4 2025 and has held it in 4 quarters since. The position peaked at $876 in Q4 2025. 106 funds tracked by Wall St. Rank hold KD as of Q3 2026.

  • McCarley & Cook Financial Planners held 33 shares of Kyndryl worth $372 as of Q3 2026.
  • McCarley & Cook Financial Planners left its Kyndryl share count unchanged in Q3 2026.
  • Kyndryl made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #258 holding.
  • McCarley & Cook Financial Planners first reported a position in Kyndryl in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Kyndryl position peaked at $876 in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.