Olistico Wealth’s Kyndryl KD Stock Holding History

Olistico Wealth’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	$4.62K	Sell	410 -2	-0.5%	-$25	﹤0.01%	304
2026 Q2	$4.66K	Sell	412 -99	-19%	-$1.23K	﹤0.01%	287
2026 Q1	$6.7K	Hold	511	–	–	﹤0.01%	276
2025 Q4	$13.6K	Buy	+511	New	+$13.9K	0.01%	239
2025 Q3	–	Sell	-511	Closed	-$21.4K	–	226
2025 Q2	$21.4K	Hold	511	–	–	0.01%	220
2025 Q1	$16K	Hold	511	–	–	0.01%	224
2024 Q4	$17.7K	Sell	511 -5	-1%	-$146	0.01%	219
2024 Q3	$11.9K	Hold	516	–	–	0.01%	238
2024 Q2	$13.6K	Buy	+516	New	+$12.4K	0.01%	227

Other funds holding KD

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

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 Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Olistico Wealth's KD Position: Q3 2026 in Review

Olistico Wealth reduced its Kyndryl (KD) stake by 0.49% in Q3 2026, selling an estimated $25 and leaving 410 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Olistico Wealth first reported a position in KD in Q2 2024 and has held it in 9 quarters since. The position peaked at $21.4K in Q2 2025. 122 funds tracked by Wall St. Rank hold KD as of Q3 2026.

Olistico Wealth held 410 shares of Kyndryl worth $4.62K as of Q3 2026.
Olistico Wealth sold 2 Kyndryl shares in Q3 2026, an estimated $25.
Kyndryl made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #304 holding.
Olistico Wealth first reported a position in Kyndryl in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Kyndryl position peaked at $21.4K in Q2 2025.
122 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.