KDK Private Wealth Management »

Fidelity consmr staples shares owned by KDK Private Wealth Management

Quarter-by-quarter ownership of Fidelity consmr staples (FSTA) shares owned by KDK Private Wealth Management from 13F filings

Historical chart of KDK Private Wealth Management investment in Fidelity consmr staples

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity consmr staples by KDK Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 22k 49.84
2025-06-30 $1.2M 23k 51.15

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 consmr staples

Charles Schwab Investment Management
Lido Advisors
LPL Financial
Agf Management
Advisor Group Holdings
Commonwealth Equity Services
Envestnet Asset Management
Compass Financial Group
Certified Advisory Corp
Larson Financial Group
Morgan Stanley
Cetera Investment Advisers
Fischer Financial Services
AE Wealth Management
Goldman Sachs Group

View all funds holding Fidelity consmr staples