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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's KW Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Kennedy-Wilson Holdings (KW) in Q1 2026: 290,000 shares worth $3.14M. The stake represents 0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in KW as recently as Q1 2024.

Capstone Investment Advisors first reported a position in KW in Q4 2023 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

  • Capstone Investment Advisors held 290,000 shares of Kennedy-Wilson Holdings worth $3.14M as of Q1 2026.
  • Kennedy-Wilson Holdings was a new Capstone Investment Advisors position in Q1 2026.
  • Kennedy-Wilson Holdings made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #523 holding.
  • Capstone Investment Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2023 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.