Davis Selected Advisers’s KE Holdings BEKE Stock Holding History

Davis Selected Advisers’s Portfolio BEKE Stock Details BEKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.9M	Sell	1,850,782 -1,022	-0.1%	-$16.8K	0.12%	57
2026 Q1	$27.7M	Hold	1,851,804	–	–	0.13%	59
2025 Q4	$29.2M	Hold	1,851,804	–	–	0.13%	58
2025 Q3	$35.2M	Sell	1,851,804 -1,008	-0.1%	-$18.9K	0.18%	53
2025 Q2	$32.9M	Sell	1,852,812 -7,716	-0.4%	-$148K	0.18%	53
2025 Q1	$37.4M	Sell	1,860,528 -1,787,344	-49%	-$35.4M	0.22%	50
2024 Q4	$67.2M	Sell	3,647,872 -2,232,656	-38%	-$46M	0.39%	41
2024 Q3	$117M	Sell	5,880,528 -114,702	-2%	-$1.69M	0.66%	31
2024 Q2	$84.8M	Sell	5,995,230 -14,855	-0.2%	-$233K	0.49%	34
2024 Q1	$82.5M	Buy	6,010,085 +1,298,813	+28%	+$18.1M	0.46%	33
2023 Q4	$76.4M	Buy	4,711,272 +1,208,506	+35%	+$18.7M	0.43%	35
2023 Q3	$54.4M	Buy	+3,502,766	New	+$55.7M	0.34%	38

Other funds holding BEKE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

HCVG

H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Davis Selected Advisers's BEKE Position: Q2 2026 in Review

Davis Selected Advisers reduced its KE Holdings (BEKE) stake by 0.06% in Q2 2026, selling an estimated $16.8K and leaving 1,850,782 shares worth $26.9M. The position accounts for 0.12% of the portfolio, ranked #57.

Davis Selected Advisers first reported a position in BEKE in Q3 2023 and has held it in 12 quarters since. The position peaked at $117M in Q3 2024. 204 funds tracked by Wall St. Rank hold BEKE as of Q2 2026.

Davis Selected Advisers held 1,850,782 shares of KE Holdings worth $26.9M as of Q2 2026.
Davis Selected Advisers sold 1,022 KE Holdings shares in Q2 2026, an estimated $16.8K.
KE Holdings made up 0.12% of Davis Selected Advisers's portfolio in Q2 2026, its #57 holding.
Davis Selected Advisers first reported a position in KE Holdings in Q3 2023 and has held it in 12 quarters since.
Davis Selected Advisers's KE Holdings position peaked at $117M in Q3 2024.
204 funds tracked by Wall St. Rank held KE Holdings as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.