Coldstream Capital Management’s KBR KBR Stock Holding History

Coldstream Capital Management’s Portfolio KBR Stock Details KBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-41,149	Closed	-$1.65M	–	1235
2025 Q4	$1.65M	Sell	41,149 -2,321	-5%	-$99.5K	0.02%	333
2025 Q3	$2.06M	Buy	43,470 +1,299	+3%	+$63K	0.03%	298
2025 Q2	$2.02M	Buy	42,171 +481	+1%	+$25K	0.03%	280
2025 Q1	$2.08M	Buy	41,690 +3,637	+10%	+$194K	0.04%	240
2024 Q4	$2.2M	Buy	38,053 +1,993	+6%	+$127K	0.05%	226
2024 Q3	$2.35M	Buy	36,060 +1,621	+5%	+$106K	0.05%	208
2024 Q2	$2.21M	Buy	34,439 +720	+2%	+$46.5K	0.05%	187
2024 Q1	$2.15M	Sell	33,719 -3,754	-10%	-$214K	0.05%	184
2023 Q4	$2.08M	Buy	37,473 +293	+0.8%	+$16.2K	0.06%	167
2023 Q3	$2.19M	Sell	37,180 -266	-0.7%	-$16.4K	0.07%	150
2023 Q2	$2.44M	Sell	37,446 -137	-0.4%	-$8.17K	0.08%	146
2023 Q1	$2.07M	Buy	37,583 +188	+0.5%	+$9.84K	0.07%	166
2022 Q4	$1.97M	Buy	+37,395	New	+$1.86M	0.07%	172
2022 Q2	$1.77M	Buy	36,606 +1,295	+4%	+$63.9K	0.07%	153
2022 Q1	$1.93M	Sell	35,311 -20,840	-37%	-$1.01M	0.07%	147
2021 Q4	$2.67M	Buy	+56,151	New	+$2.48M	0.08%	159
2021 Q3	–	Sell	-68,778	Closed	-$2.62M	–	484
2021 Q2	$2.62M	Buy	+68,778	New	+$2.73M	0.11%	158

Other funds holding KBR

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return