Stephens Consulting’s World Kinect Corp WKC Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-15	Closed	-$426	–	2015
2025 Q1	$426	Buy	+15	New	+$425	﹤0.01%	980

Other funds holding WKC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Consulting's WKC Position: Q2 2025 in Review

Stephens Consulting sold out of World Kinect Corp (WKC) in Q2 2025, closing a stake of 15 shares — an estimated $426 sold.

Stephens Consulting first reported a position in WKC in Q1 2025 and held it in 1 quarter. The position peaked at $426 in Q1 2025. 277 funds tracked by Wall St. Rank hold WKC as of Q2 2025.

Stephens Consulting reported no remaining World Kinect Corp position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 15 World Kinect Corp shares in Q2 2025, an estimated $426.
Stephens Consulting first reported a position in World Kinect Corp in Q1 2025 and held it in 1 quarter.
Stephens Consulting's World Kinect Corp position peaked at $426 in Q1 2025.
277 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.