CastleKeep Investment Advisors
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CastleKeep Investment Advisors’s World Kinect Corp WKC Stock Holding History

CastleKeep Investment Advisors’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
Q1 		– Sell
-58,258
Closed -$1.36M – 90
2025
Q4 		$1.36M Hold
58,258
– – 0.62% 45
2025
Q3 		$1.51M Buy
58,258
+11,703
+25% +$315K 0.71% 43
2025
Q2 		$1.32M Buy
+46,555
New +$1.23M 0.65% 47

Other funds holding WKC

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BIP
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CastleKeep Investment Advisors's WKC Position: Q1 2026 in Review

CastleKeep Investment Advisors sold out of World Kinect Corp (WKC) in Q1 2026, closing a stake of 58,258 shares — an estimated $1.36M sold.

CastleKeep Investment Advisors first reported a position in WKC in Q2 2025 and held it in 3 quarters. The position peaked at $1.51M in Q3 2025. 255 funds tracked by Wall St. Rank hold WKC as of Q1 2026.

  • CastleKeep Investment Advisors reported no remaining World Kinect Corp position as of Q1 2026 after selling out during the quarter.
  • CastleKeep Investment Advisors sold 58,258 World Kinect Corp shares in Q1 2026, an estimated $1.36M.
  • CastleKeep Investment Advisors first reported a position in World Kinect Corp in Q2 2025 and held it in 3 quarters.
  • CastleKeep Investment Advisors's World Kinect Corp position peaked at $1.51M in Q3 2025.
  • 255 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.