MWM
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Moran Wealth Management’s World Kinect Corp WKC Stock Holding History

Moran Wealth Management’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
-65,979
Closed -$1.55M – 567
2025
Q4 		$1.55M Sell
65,979
-11,312
-15% -$279K 0.05% 314
2025
Q3 		$2.01M Buy
77,291
+6,513
+9% +$175K 0.06% 282
2025
Q2 		$2.01M Sell
70,778
-9,148
-11% -$243K 0.06% 285
2025
Q1 		$2.27M Sell
79,926
-3,486
-4% -$98.8K 0.08% 259
2024
Q4 		$2.29M Buy
+83,412
New +$2.39M 0.07% 245
2023
Q3 		– Sell
-11,704
Closed -$242K – 434
2023
Q2 		$242K Sell
11,704
-2,597
-18% -$61.9K 0.01% 365
2023
Q1 		$365K Sell
14,301
-27,779
-66% -$756K 0.01% 313
2022
Q4 		$1.15M Buy
+42,080
New +$1.13M 0.04% 248

Other funds holding WKC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return