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Cassaday & Co Wealth Management’s World Kinect Corp WKC Stock Holding History

Cassaday & Co Wealth Management’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
2026
Q2 		$52.7K Hold
1,600
– – ﹤0.01% 610
2026
Q1 		$36.9K Buy
+1,600
New +$40.6K ﹤0.01% 674

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cassaday & Co Wealth Management's WKC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its World Kinect Corp (WKC) position steady in Q2 2026 at 1,600 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Cassaday & Co Wealth Management first reported a position in WKC in Q1 2026 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold WKC as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,600 shares of World Kinect Corp worth $52.7K as of Q2 2026.
  • Cassaday & Co Wealth Management left its World Kinect Corp share count unchanged in Q2 2026.
  • World Kinect Corp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #610 holding.
  • Cassaday & Co Wealth Management first reported a position in World Kinect Corp in Q1 2026 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.