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GoalVest Advisory’s World Kinect Corp WKC Stock Holding History

GoalVest Advisory’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 		$1.75K Buy
+53
New +$1.48K ﹤0.01% 459

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GoalVest Advisory's WKC Position: Q2 2026 in Review

GoalVest Advisory opened a new position in World Kinect Corp (WKC) in Q2 2026: 53 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings.

295 funds tracked by Wall St. Rank hold WKC as of Q2 2026.

  • GoalVest Advisory held 53 shares of World Kinect Corp worth $1.75K as of Q2 2026.
  • World Kinect Corp was a new GoalVest Advisory position in Q2 2026.
  • World Kinect Corp made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #459 holding.
  • 295 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.