CPG
KW

Cornerstone Planning Group’s Kennedy-Wilson Holdings KW Stock Holding History

Cornerstone Planning Group’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 		– Sell
-95
Closed -$612 – 1624
2025
Q1 		$612 Hold
95
– – ﹤0.01% 1243
2024
Q4 		$902 Hold
95
– – ﹤0.01% 974
2024
Q3 		$1.04K Hold
95
– – ﹤0.01% 926
2024
Q2 		$934 Hold
95
– – ﹤0.01% 958
2024
Q1 		$832 Buy
+95
New +$935 ﹤0.01% 819
2023
Q3 		– Sell
-200
Closed -$3.27K – 1263
2023
Q2 		$3.27K Buy
+200
New +$3.19K ﹤0.01% 1037
2022
Q4 		$3.26K Buy
+200
New +$3.21K ﹤0.01% 1060

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

Cornerstone Planning Group's KW Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 95 shares — an estimated $612 sold.

Cornerstone Planning Group first reported a position in KW in Q4 2022 and held it in 7 quarters. The position peaked at $3.27K in Q2 2023. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 95 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $612.
  • Cornerstone Planning Group first reported a position in Kennedy-Wilson Holdings in Q4 2022 and held it in 7 quarters.
  • Cornerstone Planning Group's Kennedy-Wilson Holdings position peaked at $3.27K in Q2 2023.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.