Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s World Kinect Corp WKC Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-61,951
Closed -$1.61M – 1340
2025
Q3 		$1.61M Sell
61,951
-648
-1% -$17.5K 0.01% 716
2025
Q2 		$1.77M Buy
62,599
+250
+0.4% +$6.63K 0.01% 659
2025
Q1 		$1.77M Sell
62,349
-1,076
-2% -$30.5K 0.01% 605
2024
Q4 		$1.74M Buy
63,425
+3,819
+6% +$110K 0.01% 598
2024
Q3 		$1.82M Sell
59,606
-4,164
-7% -$115K 0.01% 503
2024
Q2 		$1.65M Buy
63,770
+5,024
+9% +$127K 0.01% 457
2024
Q1 		$1.55M Sell
58,746
-4,899
-8% -$116K 0.02% 334
2023
Q4 		$1.45M Sell
63,645
-4,539
-7% -$95.4K 0.02% 253
2023
Q3 		$1.53M Sell
68,184
-2,371
-3% -$52.9K 0.03% 246
2023
Q2 		$1.46M Sell
70,555
-5,410
-7% -$129K 0.02% 262
2023
Q1 		$1.94M Sell
75,965
-1,298
-2% -$35.3K 0.03% 247
2022
Q4 		$2.11M Buy
77,263
+1,204
+2% +$32.3K 0.04% 225
2022
Q3 		$1.78M Sell
76,059
-262
-0.3% -$6.5K 0.04% 228
2022
Q2 		$1.56M Buy
76,321
+1,724
+2% +$42.3K 0.03% 237
2022
Q1 		$2.02M Buy
74,597
+14,901
+25% +$414K 0.04% 230
2021
Q4 		$1.86M Sell
59,696
-2,004
-3% -$57.2K 0.04% 214
2021
Q3 		$2.07M Buy
61,700
+655
+1% +$21K 0.04% 230
2021
Q2 		$1.94M Sell
61,045
-2,004
-3% -$66.6K 0.04% 244
2021
Q1 		$2.22M Buy
63,049
+3,354
+6% +$114K 0.05% 209
2020
Q4 		$1.86M Sell
59,695
-1,337
-2% -$35.7K 0.05% 210
2020
Q3 		$1.29M Buy
+61,032
New +$1.49M 0.04% 236

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kovitz Investment Group Partners's WKC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of World Kinect Corp (WKC) in Q4 2025, closing a stake of 61,951 shares — an estimated $1.61M sold.

Kovitz Investment Group Partners first reported a position in WKC in Q3 2020 and held it in 21 quarters. The position peaked at $2.22M in Q1 2021. 263 funds tracked by Wall St. Rank hold WKC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining World Kinect Corp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 61,951 World Kinect Corp shares in Q4 2025, an estimated $1.61M.
  • Kovitz Investment Group Partners first reported a position in World Kinect Corp in Q3 2020 and held it in 21 quarters.
  • Kovitz Investment Group Partners's World Kinect Corp position peaked at $2.22M in Q1 2021.
  • 263 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.