Creative Planning
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Creative Planning’s Kirby Corp KEX Stock Holding History

Creative Planning’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 		$2.74M Buy
20,586
+5,649
+38% +$716K ﹤0.01% 1657
2025
Q4 		$1.65M Sell
14,937
-2,764
-16% -$281K ﹤0.01% 1878
2025
Q3 		$1.48M Buy
17,701
+10,327
+140% +$1.04M ﹤0.01% 1776
2025
Q2 		$836K Buy
7,374
+630
+9% +$66.1K ﹤0.01% 2008
2025
Q1 		$681K Buy
6,744
+643
+11% +$67.1K ﹤0.01% 2026
2024
Q4 		$645K Sell
6,101
-582
-9% -$70.1K ﹤0.01% 1997
2024
Q3 		$818K Buy
6,683
+147
+2% +$17.5K ﹤0.01% 1681
2024
Q2 		$783K Buy
6,536
+940
+17% +$105K ﹤0.01% 1596
2024
Q1 		$533K Buy
5,596
+711
+15% +$60K ﹤0.01% 1808
2023
Q4 		$383K Buy
4,885
+1,342
+38% +$105K ﹤0.01% 1902
2023
Q3 		$293K Sell
3,543
-270
-7% -$21.8K ﹤0.01% 1963
2023
Q2 		$293K Buy
+3,813
New +$274K ﹤0.01% 1926
2022
Q4 		– Sell
-3,864
Closed -$235K – 2555
2022
Q3 		$235K Buy
+3,864
New +$248K ﹤0.01% 1798
2017
Q3 		– Sell
-239
Closed -$16K – 2850
2017
Q2 		$16K Buy
239
+186
+351% +$12.7K ﹤0.01% 3324
2017
Q1 		$4K Sell
53
-52
-50% -$3.55K ﹤0.01% 4056
2016
Q4 		$7K Buy
105
+11
+12% +$695 ﹤0.01% 3772
2016
Q3 		$6K Buy
+94
New +$5.39K ﹤0.01% 3810
2016
Q1 		– Sell
-24
Closed -$1K – 4432
2015
Q4 		$1K Sell
24
-43
-64% -$2.66K ﹤0.01% 4214
2015
Q3 		$4K Buy
+67
New +$4.74K ﹤0.01% 3719
2015
Q2 		– Sell
-31
Closed -$2K – 2097
2015
Q1 		$2K Sell
31
-316
-91% -$24.4K ﹤0.01% 3879
2014
Q4 		$28K Buy
+347
New +$34.4K ﹤0.01% 2403
2014
Q2 		– Sell
-15
Closed -$2K – 3873
2014
Q1 		$2K Buy
+15
New +$1.51K ﹤0.01% 3367

Other funds holding KEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
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
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

Creative Planning's KEX Position: Q1 2026 in Review

Creative Planning increased its Kirby Corp (KEX) stake by 38% in Q1 2026, buying an estimated $716K and bringing the position to 20,586 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Creative Planning first reported a position in KEX in Q1 2014 and has held it in 22 quarters since. 432 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

  • Creative Planning held 20,586 shares of Kirby Corp worth $2.74M as of Q1 2026.
  • Creative Planning bought 5,649 Kirby Corp shares in Q1 2026, an estimated $716K.
  • Kirby Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1657 holding.
  • Creative Planning first reported a position in Kirby Corp in Q1 2014 and has held it in 22 quarters since.
  • 432 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.