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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Private Wealth Management Group's WKC Position: Q2 2026 in Review

Private Wealth Management Group held its World Kinect Corp (WKC) position steady in Q2 2026 at 99 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Private Wealth Management Group first reported a position in WKC in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.04K in Q3 2024. 295 funds tracked by Wall St. Rank hold WKC as of Q2 2026.

  • Private Wealth Management Group held 99 shares of World Kinect Corp worth $3.26K as of Q2 2026.
  • Private Wealth Management Group left its World Kinect Corp share count unchanged in Q2 2026.
  • World Kinect Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #997 holding.
  • Private Wealth Management Group first reported a position in World Kinect Corp in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's World Kinect Corp position peaked at $5.04K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.