Capital Advisors Ltd’s World Kinect Corp WKC Stock Holding History

Capital Advisors Ltd’s Portfolio WKC Stock Details WKC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3	Closed	–	–	1596
2025 Q3	$0	Buy	+3	New	+$81	﹤0.01%	1569

Other funds holding WKC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Advisors Ltd's WKC Position: Q4 2025 in Review

Capital Advisors Ltd sold out of World Kinect Corp (WKC) in Q4 2025, closing a stake of 3 shares.

Capital Advisors Ltd first reported a position in WKC in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 263 funds tracked by Wall St. Rank hold WKC as of Q4 2025.

Capital Advisors Ltd reported no remaining World Kinect Corp position as of Q4 2025 after selling out during the quarter.
Capital Advisors Ltd sold 3 World Kinect Corp shares in Q4 2025.
Capital Advisors Ltd first reported a position in World Kinect Corp in Q3 2025 and held it in 1 quarter.
Capital Advisors Ltd's World Kinect Corp position peaked at $0 in Q3 2025.
263 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.