Carson Wealth (CWM LLC)
KW

Carson Wealth (CWM LLC)’s Kennedy-Wilson Holdings KW Stock Holding History

Carson Wealth (CWM LLC)’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 		$58K Buy
5,359
+94
+2% +$975 ﹤0.01% 3702
2025
Q4 		$51K Buy
5,265
+584
+12% +$5.24K ﹤0.01% 3587
2025
Q3 		$39K Buy
4,681
+2,327
+99% +$18.7K ﹤0.01% 3719
2025
Q2 		$16K Sell
2,354
-6,673
-74% -$44.5K ﹤0.01% 4042
2025
Q1 		$78K Sell
9,027
-1,937
-18% -$17.7K ﹤0.01% 2629
2024
Q4 		$110K Buy
10,964
+233
+2% +$2.54K ﹤0.01% 2219
2024
Q3 		$119K Buy
10,731
+222
+2% +$2.35K ﹤0.01% 2091
2024
Q2 		$102K Buy
10,509
+7,915
+305% +$74K ﹤0.01% 1962
2024
Q1 		$22K Buy
2,594
+1,776
+217% +$17.5K ﹤0.01% 2831
2023
Q4 		$10K Buy
818
+250
+44% +$3.13K ﹤0.01% 3185
2023
Q3 		$8K Buy
568
+25
+5% +$404 ﹤0.01% 3251
2023
Q2 		$9K Buy
543
+58
+12% +$927 ﹤0.01% 3138
2023
Q1 		$8K Buy
485
+21
+5% +$358 ﹤0.01% 3083
2022
Q4 		$7K Buy
+464
New +$7.46K ﹤0.01% 3010
2022
Q3 		– Sell
-39
Closed -$1K – 4061
2022
Q2 		$1K Sell
39
-28
-42% -$602 ﹤0.01% 3571
2022
Q1 		$2K Buy
67
+59
+738% +$1.36K ﹤0.01% 3190
2021
Q4 		$0 Buy
+8
New +$182 ﹤0.01% 3576

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

Carson Wealth (CWM LLC)'s KW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kennedy-Wilson Holdings (KW) stake by 1.8% in Q1 2026, buying an estimated $975 and bringing the position to 5,359 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #3702.

Carson Wealth (CWM LLC) first reported a position in KW in Q4 2021 and has held it in 17 quarters since. The position peaked at $119K in Q3 2024. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,359 shares of Kennedy-Wilson Holdings worth $58K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 94 Kennedy-Wilson Holdings shares in Q1 2026, an estimated $975.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3702 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kennedy-Wilson Holdings in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Kennedy-Wilson Holdings position peaked at $119K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.