CWM
KW

CIBC World Markets’s Kennedy-Wilson Holdings KW Stock Holding History

CIBC World Markets’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
2025
Q2 		$101K Sell
14,913
-10,319
-41% -$68.8K ﹤0.01% 1400
2025
Q1 		$219K Buy
25,232
+14,591
+137% +$133K ﹤0.01% 1421
2024
Q4 		$106K Buy
+10,641
New +$116K ﹤0.01% 1211

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CIBC World Markets's KW Position: Q2 2025 in Review

CIBC World Markets reduced its Kennedy-Wilson Holdings (KW) stake by 41% in Q2 2025, selling an estimated $68.8K and leaving 14,913 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

CIBC World Markets first reported a position in KW in Q4 2024 and has held it in 3 quarters since. The position peaked at $219K in Q1 2025. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • CIBC World Markets held 14,913 shares of Kennedy-Wilson Holdings worth $101K as of Q2 2025.
  • CIBC World Markets sold 10,319 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $68.8K.
  • Kennedy-Wilson Holdings made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1400 holding.
  • CIBC World Markets first reported a position in Kennedy-Wilson Holdings in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's Kennedy-Wilson Holdings position peaked at $219K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.