Coppell Advisory Solutions’s Kirby Corp KEX Stock Holding History

Coppell Advisory Solutions’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 Q4	–	Sell	-20,570	Closed	-$1.74M	–	405
2025 Q3	$1.74M	Buy	+20,570	New	+$2.07M	0.18%	120
2023 Q4	–	Sell	-707	Closed	-$45.5K	–	1818
2023 Q3	$45.5K	Buy	707 +447	+172%	+$36.1K	0.02%	337
2023 Q2	$19.6K	Buy	+260	New	+$18.7K	0.01%	560
2023 Q1	–	Sell	-707	Closed	-$45.5K	–	676
2022 Q4	$45.5K	Buy	+707	New	+$47.2K	0.02%	341

Other funds holding KEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

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

Coppell Advisory Solutions's KEX Position: Q4 2025 in Review

Coppell Advisory Solutions sold out of Kirby Corp (KEX) in Q4 2025, closing a stake of 20,570 shares — an estimated $1.74M sold.

Coppell Advisory Solutions first reported a position in KEX in Q4 2022 and held it in 4 quarters. The position peaked at $1.74M in Q3 2025. 411 funds tracked by Wall St. Rank hold KEX as of Q4 2025.

Coppell Advisory Solutions reported no remaining Kirby Corp position as of Q4 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 20,570 Kirby Corp shares in Q4 2025, an estimated $1.74M.
Coppell Advisory Solutions first reported a position in Kirby Corp in Q4 2022 and held it in 4 quarters.
Coppell Advisory Solutions's Kirby Corp position peaked at $1.74M in Q3 2025.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2025.

Based on Coppell Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.