Pinnacle Wealth Planning Services’s Kennedy-Wilson Holdings KW Stock Holding History

Pinnacle Wealth Planning Services’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
2026 Q1	$34.7K	Buy	3,204 +167	+5%	+$1.73K	﹤0.01%	1407
2025 Q4	$29.4K	Buy	+3,037	New	+$27.2K	﹤0.01%	1532
2025 Q2	–	Sell	-14,938	Closed	-$130K	–	470
2025 Q1	$130K	Buy	14,938 +1,215	+9%	+$11.1K	0.02%	375
2024 Q4	$137K	Sell	13,723 -7,207	-34%	-$78.7K	0.02%	362
2024 Q3	$231K	Hold	20,930	–	–	0.03%	407
2024 Q2	$203K	Buy	20,930 +659	+3%	+$6.16K	0.03%	425
2024 Q1	$174K	Buy	+20,271	New	+$199K	0.03%	442
2021 Q1	–	Sell	-163	Closed	-$3K	–	1209
2020 Q4	$3K	Buy	+163	New	+$2.55K	﹤0.01%	1830

Other funds holding KW

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

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Pinnacle Wealth Planning Services's KW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Kennedy-Wilson Holdings (KW) stake by 5.5% in Q1 2026, buying an estimated $1.73K and bringing the position to 3,204 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Pinnacle Wealth Planning Services first reported a position in KW in Q4 2020 and has held it in 8 quarters since. The position peaked at $231K in Q3 2024. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

Pinnacle Wealth Planning Services held 3,204 shares of Kennedy-Wilson Holdings worth $34.7K as of Q1 2026.
Pinnacle Wealth Planning Services bought 167 Kennedy-Wilson Holdings shares in Q1 2026, an estimated $1.73K.
Kennedy-Wilson Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1407 holding.
Pinnacle Wealth Planning Services first reported a position in Kennedy-Wilson Holdings in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Kennedy-Wilson Holdings position peaked at $231K in Q3 2024.
237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.