Colonial Trust’s Kirby Corp KEX Stock Holding History

Colonial Trust’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	$4.52K	Hold	34	–	–	﹤0.01%	868
2025 Q4	$3.75K	Sell	34 -7	-17%	-$712	﹤0.01%	897
2025 Q3	$3.46K	Buy	41 +4	+11%	+$402	﹤0.01%	907
2025 Q2	$4.2K	Hold	37	–	–	﹤0.01%	860
2025 Q1	$3.74K	Sell	37 -216	-85%	-$22.5K	﹤0.01%	881
2024 Q4	$26.8K	Buy	253 +189	+295%	+$22.8K	﹤0.01%	727
2024 Q3	$8.02K	Hold	64	–	–	﹤0.01%	816
2024 Q2	$7.68K	Hold	64	–	–	﹤0.01%	797
2024 Q1	$6.08K	Hold	64	–	–	﹤0.01%	806
2023 Q4	$5.05K	Hold	64	–	–	﹤0.01%	796
2023 Q3	$5.35K	Hold	64	–	–	﹤0.01%	781
2023 Q2	$4.83K	Hold	64	–	–	﹤0.01%	788
2023 Q1	$4.37K	Hold	64	–	–	﹤0.01%	765
2022 Q4	$4.11K	Buy	+64	New	+$4.27K	﹤0.01%	774

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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