Creative Planning’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-152,713
| Closed | -$1.65M | – | 4364 |
|
|
2026
Q1 | $1.65M | Sell |
152,713
-9,231
| -6% | -$95.7K | ﹤0.01% | 2061 |
|
|
2025
Q4 | $1.57M | Buy |
161,944
+1,586
| +1% | +$14.2K | ﹤0.01% | 1919 |
|
|
2025
Q3 | $1.33M | Buy |
160,358
+48,868
| +44% | +$392K | ﹤0.01% | 1856 |
|
|
2025
Q2 | $758K | Buy |
111,490
+11,032
| +11% | +$73.6K | ﹤0.01% | 2085 |
|
|
2025
Q1 | $872K | Sell |
100,458
-24,830
| -20% | -$226K | ﹤0.01% | 1825 |
|
|
2024
Q4 | $1.25M | Sell |
125,288
-8,063
| -6% | -$88K | ﹤0.01% | 1474 |
|
|
2024
Q3 | $1.47M | Buy |
133,351
+14,133
| +12% | +$150K | ﹤0.01% | 1256 |
|
|
2024
Q2 | $1.16M | Buy |
119,218
+60,571
| +103% | +$567K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $503K | Buy |
+58,647
| New | +$577K | ﹤0.01% | 1844 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$8K | – | 4792 |
|
|
2016
Q4 | $8K | Sell |
400
-100
| -20% | -$2.13K | ﹤0.01% | 3688 |
|
|
2016
Q3 | $11K | Buy |
500
+200
| +67% | +$4.25K | ﹤0.01% | 3451 |
|
|
2016
Q2 | $6K | Sell |
300
-200
| -40% | -$4.14K | ﹤0.01% | 3546 |
|
|
2016
Q1 | $11K | Buy |
500
+200
| +67% | +$3.96K | ﹤0.01% | 3164 |
|
|
2015
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 3516 |
|
|
2015
Q3 | $7K | Buy |
+300
| New | +$7.39K | ﹤0.01% | 3436 |
|
|
2015
Q2 | – | Sell |
-150
| Closed | -$4K | – | 2126 |
|
|
2015
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 3638 |
|
|
2014
Q4 | $4K | Sell |
150
-380
| -72% | -$9.78K | ﹤0.01% | 3598 |
|
|
2014
Q3 | $13K | Buy |
+530
| New | +$13.4K | ﹤0.01% | 2798 |
|
Other funds holding KW
Creative Planning's KW Position: Q2 2026 in Review
Creative Planning sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 152,713 shares — an estimated $1.65M sold.
Creative Planning first reported a position in KW in Q3 2014 and held it in 18 quarters. The position peaked at $1.65M in Q1 2026. 3 funds tracked by Wall St. Rank hold KW as of Q2 2026.
- Creative Planning reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
- Creative Planning sold 152,713 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $1.65M.
- Creative Planning first reported a position in Kennedy-Wilson Holdings in Q3 2014 and held it in 18 quarters.
- Creative Planning's Kennedy-Wilson Holdings position peaked at $1.65M in Q1 2026.
- 3 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.