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Fidelity cmn shares owned by KDK Private Wealth Management

Quarter-by-quarter ownership of Fidelity cmn (FCOM) shares owned by KDK Private Wealth Management from 13F filings

Historical chart of KDK Private Wealth Management investment in Fidelity cmn

Tip: Access up to 7 years of quarterly data

All positions including Fidelity cmn held by KDK Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity cmn by KDK Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 20k 70.97
2025-06-30 $1.3M 21k 64.81

More positions owned by KDK Private Wealth Management

Enterprise Products Partners (EPD)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Apple (AAPL)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Vanguard World Financials Etf (VFH)

View all positions for KDK Private Wealth Management

Top funds holding Fidelity cmn

Charles Schwab Investment Management
Harel Insurance Investments & Financial Services
Lido Advisors
Northwestern Mutual Wealth Management Company
Agf Management
Morgan Stanley
PFG Financial Advisors
Commonwealth Equity Services
Mercer Global Advisors
Wells Fargo & Company
Full Sail Capital
RWM Asset Management
HighTower Advisors
Independence Financial Advisors
Kestra Advisory Services

View all funds holding Fidelity cmn