Schechter Investment Advisors’s Kodiak AI Warrants KDKRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$185K Sell
639,335
-35,570
-5% -$6.17K 0.02% 562
2024
Q4
$101K Sell
674,905
-66,980
-9% -$13.2K 0.01% 597
2024
Q3
$119K Sell
741,885
-4,000
-0.5% -$519 0.01% 610
2024
Q2
$97K Sell
745,885
-13,160
-2% -$1.95K 0.01% 583
2024
Q1
$140K Sell
759,045
-2,425
-0.3% -$467 0.01% 590
2023
Q4
$116K Hold
761,470
0.01% 578
2023
Q3
$179K Hold
761,470
0.02% 553
2023
Q2
$201K Buy
+761,470
New +$206K 0.02% 592

Other funds holding KDKRW

Schechter Investment Advisors's KDKRW Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Kodiak AI Warrants (KDKRW) stake by 5.3% in Q1 2025, selling an estimated $6.17K and leaving 639,335 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #562.

Schechter Investment Advisors first reported a position in KDKRW in Q2 2023 and has held it in 8 quarters since. The position peaked at $201K in Q2 2023. 34 funds tracked by Wall St. Rank hold KDKRW as of Q1 2025.

  • Schechter Investment Advisors held 639,335 shares of Kodiak AI Warrants worth $185K as of Q1 2025.
  • Schechter Investment Advisors sold 35,570 Kodiak AI Warrants shares in Q1 2025, an estimated $6.17K.
  • Kodiak AI Warrants made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #562 holding.
  • Schechter Investment Advisors first reported a position in Kodiak AI Warrants in Q2 2023 and has held it in 8 quarters since.
  • Schechter Investment Advisors's Kodiak AI Warrants position peaked at $201K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held Kodiak AI Warrants as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.