CAL
KW

Capital Advisors Ltd’s Kennedy-Wilson Holdings KW Stock Holding History

Capital Advisors Ltd’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-53
Closed -$1K – 1485
2026
Q1 		$1K Hold
53
– – ﹤0.01% 1246
2025
Q4 		$1K Buy
+53
New +$475 ﹤0.01% 1223
2025
Q2 		– Sell
-138
Closed -$1K – 1502
2025
Q1 		$1K Hold
138
– – ﹤0.01% 1209
2024
Q4 		$1K Sell
138
-43
-24% -$469 ﹤0.01% 1237
2024
Q3 		$2K Sell
181
-685
-79% -$7.26K ﹤0.01% 1076
2024
Q2 		$8K Buy
866
+735
+561% +$6.88K ﹤0.01% 804
2024
Q1 		$1K Buy
+131
New +$1.29K ﹤0.01% 1209

Other funds holding KW

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Advisors Ltd's KW Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 53 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in KW in Q1 2024 and held it in 7 quarters. The position peaked at $8K in Q2 2024. 1 fund tracked by Wall St. Rank holds KW as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 53 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Kennedy-Wilson Holdings in Q1 2024 and held it in 7 quarters.
  • Capital Advisors Ltd's Kennedy-Wilson Holdings position peaked at $8K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.