Private Wealth Management Group’s World Kinect Corp WKC Stock Holding History

Private Wealth Management Group’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	$3.48K	Hold	99	–	–	﹤0.01%	1002
2026 Q2	$3.26K	Hold	99	–	–	﹤0.01%	997
2026 Q1	$2.28K	Sell	99 -8	-7%	-$203	﹤0.01%	1042
2025 Q4	$2.51K	Hold	107	–	–	﹤0.01%	1008
2025 Q3	$2.78K	Hold	107	–	–	﹤0.01%	1006
2025 Q2	$3.03K	Hold	107	–	–	﹤0.01%	955
2025 Q1	$3.04K	Hold	107	–	–	﹤0.01%	914
2024 Q4	$2.94K	Sell	107 -56	-34%	-$1.61K	﹤0.01%	947
2024 Q3	$5.04K	Hold	163	–	–	﹤0.01%	735
2024 Q2	$4.21K	Hold	163	–	–	﹤0.01%	769
2024 Q1	$4.31K	Hold	163	–	–	﹤0.01%	673
2023 Q4	$3.71K	Buy	+163	New	+$3.42K	﹤0.01%	731

Other funds holding WKC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Private Wealth Management Group's WKC Position: Q3 2026 in Review

Private Wealth Management Group held its World Kinect Corp (WKC) position steady in Q3 2026 at 99 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Private Wealth Management Group first reported a position in WKC in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.04K in Q3 2024. 208 funds tracked by Wall St. Rank hold WKC as of Q3 2026.

Private Wealth Management Group held 99 shares of World Kinect Corp worth $3.48K as of Q3 2026.
Private Wealth Management Group left its World Kinect Corp share count unchanged in Q3 2026.
World Kinect Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1002 holding.
Private Wealth Management Group first reported a position in World Kinect Corp in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's World Kinect Corp position peaked at $5.04K in Q3 2024.
208 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.