SEC 13F Intelligence

Kdk Private Wealth Management, LLC / AAPL

Kdk Private Wealth Management, LLC’s Apple Inc Position

Does Kdk Private Wealth Management, LLC own Apple Inc (AAPL)? Yes — 8.1K shares worth $2M (+1.89% of its 13F portfolio) as of Q1 2026, down from 10.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
8.1K
% of Portfolio
+1.89%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.1K$2M+1.89%
Q4 202510.2K$3M+2.42%
Q3 20258.1K$2M+2.09%
Q2 20258.8K$2M+1.94%
Q1 20258.2K$2M+2.08%
Q4 20248.6K$2M+2.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kdk Private Wealth Management, LLC’s full portfolio or all institutional holders of AAPL.