Corient Private Wealth’s Kennedy-Wilson Holdings KW Stock Holding History

Corient Private Wealth’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	$142K	Sell	13,146 -8,430	-39%	-$87.4K	﹤0.01%	2627
2025 Q4	$209K	Buy	+21,576	New	+$193K	﹤0.01%	2580
2025 Q2	–	Sell	-33,333	Closed	-$289K	–	2499
2025 Q1	$289K	Sell	33,333 -14,529	-30%	-$132K	﹤0.01%	1874
2024 Q4	$478K	Buy	47,862 +6	+0%	+$66	﹤0.01%	1645
2024 Q3	$529K	Buy	47,856 +43	+0.1%	+$456	﹤0.01%	1707
2024 Q2	$465K	Buy	+47,813	New	+$447K	﹤0.01%	1689

Other funds holding KW

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's KW Position: Q1 2026 in Review

Corient Private Wealth reduced its Kennedy-Wilson Holdings (KW) stake by 39% in Q1 2026, selling an estimated $87.4K and leaving 13,146 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Corient Private Wealth first reported a position in KW in Q2 2024 and has held it in 6 quarters since. The position peaked at $529K in Q3 2024. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

Corient Private Wealth held 13,146 shares of Kennedy-Wilson Holdings worth $142K as of Q1 2026.
Corient Private Wealth sold 8,430 Kennedy-Wilson Holdings shares in Q1 2026, an estimated $87.4K.
Kennedy-Wilson Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2627 holding.
Corient Private Wealth first reported a position in Kennedy-Wilson Holdings in Q2 2024 and has held it in 6 quarters since.
Corient Private Wealth's Kennedy-Wilson Holdings position peaked at $529K in Q3 2024.
237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.