LCGC
WKC icon

Legacy Capital Group California’s World Kinect Corp WKC Stock Holding History

Legacy Capital Group California’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
Q1 		– Sell
-11,893
Closed -$279K – 371
2025
Q4 		$279K Sell
11,893
-124
-1% -$3.06K 0.07% 298
2025
Q3 		$312K Sell
12,017
-4
-0% -$108 0.08% 284
2025
Q2 		$341K Sell
12,021
-486
-4% -$12.9K 0.09% 245
2025
Q1 		$355K Sell
12,507
-161
-1% -$4.57K 0.12% 201
2024
Q4 		$348K Sell
12,668
-125
-1% -$3.58K 0.11% 222
2024
Q3 		$395K Sell
12,793
-880
-6% -$24.3K 0.13% 193
2024
Q2 		$353K Buy
13,673
+137
+1% +$3.46K 0.13% 206
2024
Q1 		$358K Sell
13,536
-533
-4% -$12.7K 0.13% 203
2023
Q4 		$320K Sell
14,069
-47
-0.3% -$988 0.12% 212
2023
Q3 		$317K Buy
14,116
+123
+0.9% +$2.74K 0.14% 204
2023
Q2 		$289K Buy
13,993
+383
+3% +$9.12K 0.12% 209
2023
Q1 		$348K Buy
+13,610
New +$370K 0.17% 174

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Capital Group California's WKC Position: Q1 2026 in Review

Legacy Capital Group California sold out of World Kinect Corp (WKC) in Q1 2026, closing a stake of 11,893 shares — an estimated $279K sold.

Legacy Capital Group California first reported a position in WKC in Q1 2023 and held it in 12 quarters. The position peaked at $395K in Q3 2024. 255 funds tracked by Wall St. Rank hold WKC as of Q1 2026.

  • Legacy Capital Group California reported no remaining World Kinect Corp position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 11,893 World Kinect Corp shares in Q1 2026, an estimated $279K.
  • Legacy Capital Group California first reported a position in World Kinect Corp in Q1 2023 and held it in 12 quarters.
  • Legacy Capital Group California's World Kinect Corp position peaked at $395K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.