TCOV
KW

Trust Company of Vermont’s Kennedy-Wilson Holdings KW Stock Holding History

Trust Company of Vermont’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
2025
Q4 		$95.7K Sell
9,900
-1,936
-16% -$17.4K ﹤0.01% 457
2025
Q3 		$98.5K Hold
11,836
– – ﹤0.01% 449
2025
Q2 		$80.5K Sell
11,836
-500
-4% -$3.33K ﹤0.01% 478
2025
Q1 		$107K Hold
12,336
– – 0.01% 411
2024
Q4 		$123K Sell
12,336
-130
-1% -$1.42K 0.01% 395
2024
Q3 		$138K Buy
12,466
+600
+5% +$6.36K 0.01% 372
2024
Q2 		$115K Buy
11,866
+750
+7% +$7.02K 0.01% 377
2024
Q1 		$95.4K Sell
11,116
-63
-0.6% -$620 0.01% 392
2023
Q4 		$138K Sell
11,179
-5,629
-33% -$70.5K 0.01% 323
2023
Q3 		$248K Sell
16,808
-7,401
-31% -$120K 0.02% 273
2023
Q2 		$395K Sell
24,209
-18,451
-43% -$295K 0.03% 237
2023
Q1 		$708K Sell
42,660
-196
-0.5% -$3.34K 0.05% 199
2022
Q4 		$674K Buy
42,856
+1,826
+4% +$29.4K 0.05% 205
2022
Q3 		$635K Buy
41,030
+7,991
+24% +$149K 0.05% 193
2022
Q2 		$625K Sell
33,039
-746
-2% -$16K 0.05% 197
2022
Q1 		$824K Sell
33,785
-203
-0.6% -$4.67K 0.06% 186
2021
Q4 		$812K Buy
33,988
+250
+0.7% +$5.69K 0.05% 189
2021
Q3 		$705K Sell
33,738
-285
-0.8% -$5.94K 0.05% 192
2021
Q2 		$676K Sell
34,023
-134
-0.4% -$2.71K 0.05% 194
2021
Q1 		$690K Sell
34,157
-443
-1% -$8.32K 0.05% 195
2020
Q4 		$619K Sell
34,600
-10,450
-23% -$163K 0.05% 187
2020
Q3 		$654K Sell
45,050
-401
-0.9% -$5.96K 0.06% 177
2020
Q2 		$691K Sell
45,451
-4,454
-9% -$64.1K 0.07% 171
2020
Q1 		$669K Buy
49,905
+1,320
+3% +$26.3K 0.06% 182
2019
Q4 		$1.08M Buy
48,585
+312
+0.6% +$6.99K 0.08% 164
2019
Q3 		$1.06M Buy
48,273
+770
+2% +$16.4K 0.08% 164
2019
Q2 		$978K Buy
47,503
+5,406
+13% +$115K 0.08% 167
2019
Q1 		$900K Buy
42,097
+4,209
+11% +$85.4K 0.08% 177
2018
Q4 		$688K Sell
37,888
-290
-0.8% -$5.56K 0.07% 190
2018
Q3 		$821K Sell
38,178
-2
-0% -$43 0.07% 185
2018
Q2 		$808K Buy
38,180
+285
+0.8% +$5.58K 0.07% 184
2018
Q1 		$659K Sell
37,895
-3,108
-8% -$53.3K 0.06% 198
2017
Q4 		$712K Buy
41,003
+3,462
+9% +$65.2K 0.07% 197
2017
Q3 		$696K Buy
37,541
+1,906
+5% +$36.7K 0.07% 194
2017
Q2 		$678K Buy
35,635
+10,385
+41% +$210K 0.07% 197
2017
Q1 		$560K Buy
25,250
+550
+2% +$11.6K 0.06% 202
2016
Q4 		$507K Buy
24,700
+20,500
+488% +$438K 0.06% 206
2016
Q3 		$95K Buy
+4,200
New +$89.3K 0.01% 352

Other funds holding KW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Trust Company of Vermont's KW Position: Q4 2025 in Review

Trust Company of Vermont reduced its Kennedy-Wilson Holdings (KW) stake by 16% in Q4 2025, selling an estimated $17.4K and leaving 9,900 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Trust Company of Vermont first reported a position in KW in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.08M in Q4 2019. 245 funds tracked by Wall St. Rank hold KW as of Q4 2025.

  • Trust Company of Vermont held 9,900 shares of Kennedy-Wilson Holdings worth $95.7K as of Q4 2025.
  • Trust Company of Vermont sold 1,936 Kennedy-Wilson Holdings shares in Q4 2025, an estimated $17.4K.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #457 holding.
  • Trust Company of Vermont first reported a position in Kennedy-Wilson Holdings in Q3 2016 and has held it in 38 quarters since.
  • Trust Company of Vermont's Kennedy-Wilson Holdings position peaked at $1.08M in Q4 2019.
  • 245 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.