Legacy Capital Group California’s Kennedy-Wilson Holdings KW Stock Holding History

Legacy Capital Group California’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	-17,784	Closed	-$148K	–	350
2025 Q3	$148K	Buy	17,784 +3,048	+21%	+$24.5K	0.04%	326
2025 Q2	$100K	Sell	14,736 -8,243	-36%	-$55K	0.03%	325
2025 Q1	$199K	Buy	22,979 +3,513	+18%	+$32K	0.07%	298
2024 Q4	$194K	Buy	19,466 +2,206	+13%	+$24.1K	0.06%	324
2024 Q3	$191K	Buy	17,260 +5,672	+49%	+$60.1K	0.06%	305
2024 Q2	$113K	Buy	+11,588	New	+$108K	0.04%	303

Other funds holding KW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Legacy Capital Group California's KW Position: Q4 2025 in Review

Legacy Capital Group California sold out of Kennedy-Wilson Holdings (KW) in Q4 2025, closing a stake of 17,784 shares — an estimated $148K sold.

Legacy Capital Group California first reported a position in KW in Q2 2024 and held it in 6 quarters. The position peaked at $199K in Q1 2025. 245 funds tracked by Wall St. Rank hold KW as of Q4 2025.

Legacy Capital Group California reported no remaining Kennedy-Wilson Holdings position as of Q4 2025 after selling out during the quarter.
Legacy Capital Group California sold 17,784 Kennedy-Wilson Holdings shares in Q4 2025, an estimated $148K.
Legacy Capital Group California first reported a position in Kennedy-Wilson Holdings in Q2 2024 and held it in 6 quarters.
Legacy Capital Group California's Kennedy-Wilson Holdings position peaked at $199K in Q1 2025.
245 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2025.

Based on Legacy Capital Group California's 13F filing for Q4 2025, filed 28 Jan 2026.