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Pinnacle Wealth Planning Services’s World Kinect Corp WKC Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.7K Buy
812
+217
+36% +$5.51K ﹤0.01% 1721
2025
Q4 		$13.9K Buy
+595
New +$14.7K ﹤0.01% 1880
2021
Q1 		– Sell
-537
Closed -$17K – 1951
2020
Q4 		$17K Buy
+537
New +$14.3K ﹤0.01% 1223

Other funds holding WKC

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

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

Pinnacle Wealth Planning Services increased its World Kinect Corp (WKC) stake by 36% in Q1 2026, buying an estimated $5.51K and bringing the position to 812 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Pinnacle Wealth Planning Services first reported a position in WKC in Q4 2020 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold WKC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 812 shares of World Kinect Corp worth $18.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 217 World Kinect Corp shares in Q1 2026, an estimated $5.51K.
  • World Kinect Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1721 holding.
  • Pinnacle Wealth Planning Services first reported a position in World Kinect Corp in Q4 2020 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2026.

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