Capital Advisory Group Advisory Services’s Kirby Corp KEX Stock Holding History

Capital Advisory Group Advisory Services’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
2025 Q2	–	Sell	-3,936	Closed	-$398K	–	179
2025 Q1	$398K	Buy	3,936 +70	+2%	+$7.31K	0.15%	120
2024 Q4	$409K	Buy	+3,866	New	+$466K	0.15%	127

Other funds holding KEX

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Capital Advisory Group Advisory Services's KEX Position: Q2 2025 in Review

Capital Advisory Group Advisory Services sold out of Kirby Corp (KEX) in Q2 2025, closing a stake of 3,936 shares — an estimated $398K sold.

Capital Advisory Group Advisory Services first reported a position in KEX in Q4 2024 and held it in 2 quarters. The position peaked at $409K in Q4 2024. 408 funds tracked by Wall St. Rank hold KEX as of Q2 2025.

Capital Advisory Group Advisory Services reported no remaining Kirby Corp position as of Q2 2025 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 3,936 Kirby Corp shares in Q2 2025, an estimated $398K.
Capital Advisory Group Advisory Services first reported a position in Kirby Corp in Q4 2024 and held it in 2 quarters.
Capital Advisory Group Advisory Services's Kirby Corp position peaked at $409K in Q4 2024.
408 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.