Creative Planning
KW

Creative Planning’s Kennedy-Wilson Holdings KW Stock Holding History

Creative Planning’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 		$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

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EP
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's KW Position: Q1 2026 in Review

Creative Planning reduced its Kennedy-Wilson Holdings (KW) stake by 5.7% in Q1 2026, selling an estimated $95.7K and leaving 152,713 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Creative Planning first reported a position in KW in Q3 2014 and has held it in 18 quarters since. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

  • Creative Planning held 152,713 shares of Kennedy-Wilson Holdings worth $1.65M as of Q1 2026.
  • Creative Planning sold 9,231 Kennedy-Wilson Holdings shares in Q1 2026, an estimated $95.7K.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2061 holding.
  • Creative Planning first reported a position in Kennedy-Wilson Holdings in Q3 2014 and has held it in 18 quarters since.
  • 237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.