Clearstead Trust’s World Kinect Corp WKC Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-37	Closed	-$961	–	1550
2025 Q3	$961	Hold	37	–	–	﹤0.01%	1224
2025 Q2	$1.05K	Buy	+37	New	+$981	﹤0.01%	1151

Other funds holding WKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Clearstead Trust's WKC Position: Q4 2025 in Review

Clearstead Trust sold out of World Kinect Corp (WKC) in Q4 2025, closing a stake of 37 shares — an estimated $961 sold.

Clearstead Trust first reported a position in WKC in Q2 2025 and held it in 2 quarters. The position peaked at $1.05K in Q2 2025. 263 funds tracked by Wall St. Rank hold WKC as of Q4 2025.

Clearstead Trust reported no remaining World Kinect Corp position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 37 World Kinect Corp shares in Q4 2025, an estimated $961.
Clearstead Trust first reported a position in World Kinect Corp in Q2 2025 and held it in 2 quarters.
Clearstead Trust's World Kinect Corp position peaked at $1.05K in Q2 2025.
263 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.