Heck Capital Advisors’s Kirby Corp KEX Stock Holding History

Heck Capital Advisors’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 Q1	–	Sell	-2	Closed	-$212	–	529
2024 Q4	$212	Buy	+2	New	+$241	﹤0.01%	780

Other funds holding KEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Heck Capital Advisors's KEX Position: Q1 2025 in Review

Heck Capital Advisors sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 2 shares — an estimated $212 sold.

Heck Capital Advisors first reported a position in KEX in Q4 2024 and held it in 1 quarter. The position peaked at $212 in Q4 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

Heck Capital Advisors reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 2 Kirby Corp shares in Q1 2025, an estimated $212.
Heck Capital Advisors first reported a position in Kirby Corp in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Kirby Corp position peaked at $212 in Q4 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.