Luther King Capital Management (LKCM)
BTSG icon

Luther King Capital Management (LKCM)’s BrightSpring Health Services BTSG Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.8M Buy
369,931
+68,987
+23% +$3.83M 0.11% 125
2026
Q1 		$12.8M Buy
+300,944
New +$12.1M 0.06% 157

Other funds holding BTSG

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Luther King Capital Management (LKCM)'s BTSG Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its BrightSpring Health Services (BTSG) stake by 23% in Q2 2026, buying an estimated $3.83M and bringing the position to 369,931 shares worth $25.8M. The position accounts for 0.11% of the portfolio, ranked #125.

Luther King Capital Management (LKCM) first reported a position in BTSG in Q1 2026 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Luther King Capital Management (LKCM) held 369,931 shares of BrightSpring Health Services worth $25.8M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 68,987 BrightSpring Health Services shares in Q2 2026, an estimated $3.83M.
  • BrightSpring Health Services made up 0.11% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #125 holding.
  • Luther King Capital Management (LKCM) first reported a position in BrightSpring Health Services in Q1 2026 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.