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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
Q1
$35M
Sell
263,609
-94,731
-26%
-$12M
0.29%
120
2025
Q4
$39.5M
Sell
358,340
-42,205
-11%
-$4.29M
0.32%
111
2025
Q3
$33.4M
Buy
400,545
+202,074
+102%
+$20.3M
0.29%
139
2025
Q2
$22.5M
Sell
198,471
-80,171
-29%
-$8.41M
0.19%
129
2025
Q1
$28.1M
Buy
278,642
+187,142
+205%
+$19.5M
0.26%
130
2024
Q4
$9.68M
Buy
+91,500
New
+$11M
0.1%
366
2023
Q4
–
Sell
-4,811
Closed
-$398K
–
2275
2023
Q3
$398K
Buy
+4,811
New
+$389K
0.01%
1441
2017
Q1
–
Sell
-5,414
Closed
-$360K
–
1022
2016
Q4
$360K
Buy
+5,414
New
+$342K
0.02%
680
2016
Q3
–
Sell
-6,440
Closed
-$401K
–
847
2016
Q2
$401K
Buy
+6,440
New
+$422K
0.02%
515
Other funds holding KEX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Luther King Capital Management (LKCM)
Fort Worth, Texas
$23.1B AUM
21.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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