WCM
KW

WealthTrak Capital Management’s Kennedy-Wilson Holdings KW Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-65
Closed -$442 – 522
2025
Q2 		$442 Buy
+65
New +$433 ﹤0.01% 684

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

WealthTrak Capital Management's KW Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Kennedy-Wilson Holdings (KW) in Q3 2025, closing a stake of 65 shares — an estimated $442 sold.

WealthTrak Capital Management first reported a position in KW in Q2 2025 and held it in 1 quarter. The position peaked at $442 in Q2 2025. 213 funds tracked by Wall St. Rank hold KW as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Kennedy-Wilson Holdings position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 65 Kennedy-Wilson Holdings shares in Q3 2025, an estimated $442.
  • WealthTrak Capital Management first reported a position in Kennedy-Wilson Holdings in Q2 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's Kennedy-Wilson Holdings position peaked at $442 in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.