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Evelyn Partners Investment Management’s Kirby Corp KEX Stock Holding History

Evelyn Partners Investment Management’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 		$23.3K Sell
175
-17,095
-99% -$2.17M ﹤0.01% 325
2025
Q4 		$1.9M Sell
17,270
-490
-3% -$49.8K 0.05% 110
2025
Q3 		$1.48M Buy
17,760
+120
+0.7% +$12.1K 0.04% 117
2025
Q2 		$2M Buy
17,640
+100
+0.6% +$10.5K 0.06% 104
2025
Q1 		$1.77M Buy
17,540
+17,365
+9,923% +$1.81M 0.06% 108
2024
Q4 		$18.5K Buy
+175
New +$21.1K ﹤0.01% 329

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

Evelyn Partners Investment Management's KEX Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Kirby Corp (KEX) stake by 99% in Q1 2026, selling an estimated $2.17M and leaving 175 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Evelyn Partners Investment Management first reported a position in KEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2M in Q2 2025. 433 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

  • Evelyn Partners Investment Management held 175 shares of Kirby Corp worth $23.3K as of Q1 2026.
  • Evelyn Partners Investment Management sold 17,095 Kirby Corp shares in Q1 2026, an estimated $2.17M.
  • Kirby Corp made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #325 holding.
  • Evelyn Partners Investment Management first reported a position in Kirby Corp in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Kirby Corp position peaked at $2M in Q2 2025.
  • 433 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.