CX Institutional’s World Kinect Corp WKC Stock Holding History

CX Institutional’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
2026 Q2	$2K	Hold	48	–	–	﹤0.01%	1491
2026 Q1	$1K	Hold	48	–	–	﹤0.01%	1540
2025 Q4	$1K	Sell	48 -48	-50%	-$1.18K	﹤0.01%	1508
2025 Q3	$3K	Hold	96	–	–	﹤0.01%	1296
2025 Q2	$3K	Buy	96 +1	+1%	+$27	﹤0.01%	1133
2025 Q1	$3K	Buy	+95	New	+$2.69K	﹤0.01%	1124
2024 Q3	–	Sell	-131,253	Closed	-$3.39M	–	597
2024 Q2	$3.39M	Sell	131,253 -63	-0%	-$1.59K	0.16%	150
2024 Q1	$3.47M	Sell	131,316 -26,449	-17%	-$628K	0.17%	148
2023 Q4	$3.59M	Sell	157,765 -59,895	-28%	-$1.26M	0.19%	143
2023 Q3	$4.88M	Buy	+217,660	New	+$4.85M	0.27%	101

Other funds holding WKC

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return