ECM
KW

Evergreen Capital Management’s Kennedy-Wilson Holdings KW Stock Holding History

Evergreen Capital Management’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
Q2 		– Sell
-1,154,920
Closed -$12.6M – 1612
2026
Q1 		$12.6M Sell
1,154,920
-19,981
-2% -$207K 0.27% 87
2025
Q4 		$11.5M Sell
1,174,901
-113,573
-9% -$1.02M 0.26% 94
2025
Q3 		$10.9M Sell
1,288,474
-18,000
-1% -$144K 0.26% 99
2025
Q2 		$9.04M Buy
1,306,474
+1,291,608
+8,688% +$8.61M 0.27% 100
2025
Q1 		$131K Sell
14,866
-1,265
-8% -$11.5K ﹤0.01% 1044
2024
Q4 		$163K Buy
16,131
+432
+3% +$4.72K 0.01% 1020
2024
Q3 		$175K Sell
15,699
-4,966
-24% -$52.6K 0.01% 955
2024
Q2 		$204K Buy
20,665
+6,812
+49% +$63.7K 0.01% 867
2024
Q1 		$122K Buy
+13,853
New +$136K ﹤0.01% 834
2023
Q2 		– Sell
-112,470
Closed -$1.89M – 822
2023
Q1 		$1.89M Buy
112,470
+19,684
+21% +$335K 0.09% 213
2022
Q4 		$1.48M Sell
92,786
-297,215
-76% -$4.78M 0.07% 242
2022
Q3 		$6.12M Buy
+390,001
New +$7.29M 0.32% 93

Other funds holding KW

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Evergreen Capital Management's KW Position: Q2 2026 in Review

Evergreen Capital Management sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 1,154,920 shares — an estimated $12.6M sold.

Evergreen Capital Management first reported a position in KW in Q3 2022 and held it in 12 quarters. The position peaked at $12.6M in Q1 2026. 1 fund tracked by Wall St. Rank holds KW as of Q2 2026.

  • Evergreen Capital Management reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 1,154,920 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $12.6M.
  • Evergreen Capital Management first reported a position in Kennedy-Wilson Holdings in Q3 2022 and held it in 12 quarters.
  • Evergreen Capital Management's Kennedy-Wilson Holdings position peaked at $12.6M in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.