Capstone Investment Advisors
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Capstone Investment Advisors’s Kirby Corp KEX Stock Holding History

Capstone Investment Advisors’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 		$800K Sell
5,881
-257,728
-98% -$36.9M ﹤0.01% 1039
2026
Q1 		$35M Sell
263,609
-94,731
-26% -$12M 0.06% 120
2025
Q4 		$39.5M Sell
358,340
-42,205
-11% -$4.29M 0.08% 111
2025
Q3 		$33.4M Buy
400,545
+202,074
+102% +$20.3M 0.06% 139
2025
Q2 		$22.5M Sell
198,471
-80,171
-29% -$8.41M 0.06% 129
2025
Q1 		$28.1M Buy
278,642
+187,142
+205% +$19.5M 0.07% 130
2024
Q4 		$9.68M Buy
+91,500
New +$11M 0.02% 366
2023
Q4 		– Sell
-4,811
Closed -$398K – 2250
2023
Q3 		$398K Buy
+4,811
New +$389K ﹤0.01% 1441
2017
Q1 		– Sell
-5,414
Closed -$360K – 1004
2016
Q4 		$360K Buy
+5,414
New +$342K 0.01% 680
2016
Q3 		– Sell
-6,440
Closed -$401K – 833
2016
Q2 		$401K Buy
+6,440
New +$422K 0.01% 515

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capstone Investment Advisors's KEX Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Kirby Corp (KEX) stake by 98% in Q2 2026, selling an estimated $36.9M and leaving 5,881 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Capstone Investment Advisors first reported a position in KEX in Q2 2016 and has held it in 10 quarters since. The position peaked at $39.5M in Q4 2025. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • Capstone Investment Advisors held 5,881 shares of Kirby Corp worth $800K as of Q2 2026.
  • Capstone Investment Advisors sold 257,728 Kirby Corp shares in Q2 2026, an estimated $36.9M.
  • Kirby Corp made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1039 holding.
  • Capstone Investment Advisors first reported a position in Kirby Corp in Q2 2016 and has held it in 10 quarters since.
  • Capstone Investment Advisors's Kirby Corp position peaked at $39.5M in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.