Burney Company’s Kirby Corp KEX Stock Holding History

Burney Company’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$776K	Sell	5,710 -100	-2%	-$14.3K	0.02%	396
2026 Q1	$772K	Buy	+5,810	New	+$736K	0.02%	371
2015 Q1	–	Sell	-3,085	Closed	-$249K	–	414
2014 Q4	$249K	Sell	3,085 -400	-11%	-$39.6K	0.02%	346
2014 Q3	$411K	Buy	3,485 +75	+2%	+$8.93K	0.04%	295
2014 Q2	$399K	Hold	3,410	–	–	0.03%	307
2014 Q1	$345K	Buy	+3,410	New	+$343K	0.03%	317

Other funds holding KEX

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Burney Company's KEX Position: Q2 2026 in Review

Burney Company reduced its Kirby Corp (KEX) stake by 1.7% in Q2 2026, selling an estimated $14.3K and leaving 5,710 shares worth $776K. The position accounts for 0.02% of the portfolio, ranked #396.

Burney Company first reported a position in KEX in Q1 2014 and has held it in 6 quarters since. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Burney Company held 5,710 shares of Kirby Corp worth $776K as of Q2 2026.
Burney Company sold 100 Kirby Corp shares in Q2 2026, an estimated $14.3K.
Kirby Corp made up 0.02% of Burney Company's portfolio in Q2 2026, its #396 holding.
Burney Company first reported a position in Kirby Corp in Q1 2014 and has held it in 6 quarters since.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.