I
KW

InceptionR’s Kennedy-Wilson Holdings KW Stock Holding History

InceptionR’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
2025
Q4 		– Sell
-12,348
Closed -$103K – 751
2025
Q3 		$103K Sell
12,348
-18,700
-60% -$150K 0.02% 635
2025
Q2 		$211K Buy
31,048
+17,352
+127% +$116K 0.05% 553
2025
Q1 		$119K Buy
+13,696
New +$125K 0.04% 496
2024
Q2 		– Sell
-35,695
Closed -$306K – 735
2024
Q1 		$306K Buy
+35,695
New +$351K 0.08% 412

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

InceptionR's KW Position: Q4 2025 in Review

InceptionR sold out of Kennedy-Wilson Holdings (KW) in Q4 2025, closing a stake of 12,348 shares — an estimated $103K sold.

InceptionR first reported a position in KW in Q1 2024 and held it in 4 quarters. The position peaked at $306K in Q1 2024. 245 funds tracked by Wall St. Rank hold KW as of Q4 2025.

  • InceptionR reported no remaining Kennedy-Wilson Holdings position as of Q4 2025 after selling out during the quarter.
  • InceptionR sold 12,348 Kennedy-Wilson Holdings shares in Q4 2025, an estimated $103K.
  • InceptionR first reported a position in Kennedy-Wilson Holdings in Q1 2024 and held it in 4 quarters.
  • InceptionR's Kennedy-Wilson Holdings position peaked at $306K in Q1 2024.
  • 245 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.