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Coldstream Capital Management’s Kirby Corp KEX Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-1,474
Closed -$149K – 2264
2025
Q1 		$149K Buy
+1,474
New +$154K ﹤0.01% 1150
2014
Q3 		– Sell
-1,764
Closed -$207K – 209
2014
Q2 		$207K Buy
+1,764
New +$189K 0.06% 168

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Coldstream Capital Management's KEX Position: Q2 2025 in Review

Coldstream Capital Management sold out of Kirby Corp (KEX) in Q2 2025, closing a stake of 1,474 shares — an estimated $149K sold.

Coldstream Capital Management first reported a position in KEX in Q2 2014 and held it in 2 quarters. The position peaked at $207K in Q2 2014. 408 funds tracked by Wall St. Rank hold KEX as of Q2 2025.

  • Coldstream Capital Management reported no remaining Kirby Corp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,474 Kirby Corp shares in Q2 2025, an estimated $149K.
  • Coldstream Capital Management first reported a position in Kirby Corp in Q2 2014 and held it in 2 quarters.
  • Coldstream Capital Management's Kirby Corp position peaked at $207K in Q2 2014.
  • 408 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.