Lido Advisors’s World Kinect Corp WKC Stock Holding History

Lido Advisors’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 Q3	$738K	Buy	20,983 +3,812	+22%	+$138K	﹤0.01%	1266
2026 Q2	$570K	Buy	17,171 +1,481	+9%	+$41.2K	﹤0.01%	1395
2026 Q1	$365K	Buy	15,690 +5,186	+49%	+$132K	﹤0.01%	1467
2025 Q4	$268K	Buy	10,504 +608	+6%	+$15K	﹤0.01%	1620
2025 Q3	$259K	Buy	9,896 +1,628	+20%	+$43.9K	﹤0.01%	1562
2025 Q2	$234K	Buy	+8,268	New	+$219K	﹤0.01%	1451
2022 Q3	–	Sell	-14,784	Closed	-$302K	–	1048
2022 Q2	$302K	Buy	+14,784	New	+$363K	﹤0.01%	745
2022 Q1	–	Sell	-11,690	Closed	-$309K	–	1104
2021 Q4	$309K	Buy	11,690 +4,831	+70%	+$138K	﹤0.01%	796
2021 Q3	$230K	Buy	+6,859	New	+$220K	﹤0.01%	858

Other funds holding WKC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Lido Advisors's WKC Position: Q3 2026 in Review

Lido Advisors increased its World Kinect Corp (WKC) stake by 22% in Q3 2026, buying an estimated $138K and bringing the position to 20,983 shares worth $738K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Lido Advisors first reported a position in WKC in Q3 2021 and has held it in 9 quarters since. 151 funds tracked by Wall St. Rank hold WKC as of Q3 2026.

Lido Advisors held 20,983 shares of World Kinect Corp worth $738K as of Q3 2026.
Lido Advisors bought 3,812 World Kinect Corp shares in Q3 2026, an estimated $138K.
World Kinect Corp made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1266 holding.
Lido Advisors first reported a position in World Kinect Corp in Q3 2021 and has held it in 9 quarters since.
151 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.