Steward Partners Investment Advisory’s World Kinect Corp WKC Stock Holding History

Steward Partners Investment Advisory’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	-22	Closed	-$624	–	4255
2025 Q1	$624	Hold	22	–	–	﹤0.01%	3833
2024 Q4	$605	Buy	+22	New	+$631	﹤0.01%	3828
2023 Q1	–	Sell	-23	Closed	-$629	–	3429
2022 Q4	$629	Buy	+23	New	+$618	﹤0.01%	3175
2021 Q1	–	Sell	-35	Closed	-$1K	–	3507
2020 Q4	$1K	Buy	+35	New	+$934	﹤0.01%	2826
2020 Q2	–	Sell	-328	Closed	-$8K	–	2757
2020 Q1	$8K	Hold	328	–	–	﹤0.01%	1952
2019 Q4	$14K	Hold	328	–	–	﹤0.01%	1899
2019 Q3	$13K	Hold	328	–	–	﹤0.01%	1890
2019 Q2	$11K	Buy	+328	New	+$10.3K	﹤0.01%	1954
2018 Q4	–	Sell	-328	Closed	-$9K	–	2163
2018 Q3	$9K	Buy	+328	New	+$8.42K	﹤0.01%	1932

Other funds holding WKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

HAI

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's WKC Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of World Kinect Corp (WKC) in Q2 2025, closing a stake of 22 shares — an estimated $624 sold.

Steward Partners Investment Advisory first reported a position in WKC in Q3 2018 and held it in 9 quarters. The position peaked at $14K in Q4 2019. 278 funds tracked by Wall St. Rank hold WKC as of Q2 2025.

Steward Partners Investment Advisory reported no remaining World Kinect Corp position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 22 World Kinect Corp shares in Q2 2025, an estimated $624.
Steward Partners Investment Advisory first reported a position in World Kinect Corp in Q3 2018 and held it in 9 quarters.
Steward Partners Investment Advisory's World Kinect Corp position peaked at $14K in Q4 2019.
278 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.