Covea Finance’s Kirby Corp KEX Stock Holding History

Covea Finance’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	-36,700	Closed	-$3.06M	–	131
2025 Q3	$3.06M	Hold	36,700	–	–	0.11%	119
2025 Q2	$4.16M	Buy	36,700 +22,700	+162%	+$2.38M	0.15%	106
2025 Q1	$1.41M	Buy	+14,000	New	+$1.46M	0.06%	113

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Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

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First Trust Advisors

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Neuberger Berman Group

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

Wellington Management Group

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Luther King Capital Management (LKCM)

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