Claret Asset Management’s Kirby Corp KEX Stock Holding History

Claret Asset Management’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	$223K	Sell	1,641 -349	-18%	-$49.9K	0.02%	436
2026 Q1	$264K	Buy	1,990 +1	+0.1%	+$127	0.03%	229
2025 Q4	$219K	Buy	+1,989	New	+$202K	0.03%	332
2025 Q3	–	Sell	-2,022	Closed	-$229K	–	435
2025 Q2	$229K	Buy	+2,022	New	+$212K	0.03%	421
2024 Q4	–	Sell	-1,641	Closed	-$201K	–	330
2024 Q3	$201K	Buy	+1,641	New	+$196K	0.03%	319

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

Claret Asset Management's KEX Position: Q2 2026 in Review

Claret Asset Management reduced its Kirby Corp (KEX) stake by 18% in Q2 2026, selling an estimated $49.9K and leaving 1,641 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #436.

Claret Asset Management first reported a position in KEX in Q3 2024 and has held it in 5 quarters since. The position peaked at $264K in Q1 2026. 465 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Claret Asset Management held 1,641 shares of Kirby Corp worth $223K as of Q2 2026.
Claret Asset Management sold 349 Kirby Corp shares in Q2 2026, an estimated $49.9K.
Kirby Corp made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #436 holding.
Claret Asset Management first reported a position in Kirby Corp in Q3 2024 and has held it in 5 quarters since.
Claret Asset Management's Kirby Corp position peaked at $264K in Q1 2026.
465 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.