PWMG
WKC icon

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
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

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