Capstone Investment Advisors
KW

Capstone Investment Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Capstone Investment Advisors’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
-290,000
Closed -$3.14M – 1802
2026
Q1 		$3.14M Buy
+290,000
New +$3.01M 0.01% 523
2024
Q2 		– Sell
-52,346
Closed -$449K – 2290
2024
Q1 		$449K Buy
52,346
+29,873
+133% +$294K ﹤0.01% 1615
2023
Q4 		$278K Buy
+22,473
New +$282K ﹤0.01% 1628

Other funds holding KW

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Capstone Investment Advisors's KW Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 290,000 shares — an estimated $3.14M sold.

Capstone Investment Advisors first reported a position in KW in Q4 2023 and held it in 3 quarters. The position peaked at $3.14M in Q1 2026. 3 funds tracked by Wall St. Rank hold KW as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 290,000 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $3.14M.
  • Capstone Investment Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Kennedy-Wilson Holdings position peaked at $3.14M in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.