Rothschild Investment LLC’s Kennedy-Wilson Holdings KW Stock Holding History

Rothschild Investment LLC’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 Q2	–	Sell	-384	Closed	-$4.16K	–	3687
2026 Q1	$4.16K	Buy	384 +35	+10%	+$363	﹤0.01%	2150
2025 Q4	$3.38K	Buy	349 +24	+7%	+$215	﹤0.01%	2097
2025 Q3	$2.7K	Sell	325 -35	-10%	-$281	﹤0.01%	2035
2025 Q2	$2.45K	Buy	360 +5	+1%	+$33	﹤0.01%	1927
2025 Q1	$3.08K	Buy	355 +115	+48%	+$1.05K	﹤0.01%	1660
2024 Q4	$2.4K	Buy	240 +100	+71%	+$1.09K	﹤0.01%	1700
2024 Q3	$1.55K	Buy	140 +80	+133%	+$848	﹤0.01%	1870
2024 Q2	$583	Buy	60 +45	+300%	+$421	﹤0.01%	1917
2024 Q1	$129	Buy	+15	New	+$148	﹤0.01%	2044

Other funds holding KW

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Rothschild Investment LLC's KW Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 384 shares — an estimated $4.16K sold.

Rothschild Investment LLC first reported a position in KW in Q1 2024 and held it in 9 quarters. The position peaked at $4.16K in Q1 2026. 3 funds tracked by Wall St. Rank hold KW as of Q2 2026.

Rothschild Investment LLC reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
Rothschild Investment LLC sold 384 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $4.16K.
Rothschild Investment LLC first reported a position in Kennedy-Wilson Holdings in Q1 2024 and held it in 9 quarters.
Rothschild Investment LLC's Kennedy-Wilson Holdings position peaked at $4.16K in Q1 2026.
3 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.