Luther King Capital Management (LKCM)
CARR icon

Luther King Capital Management (LKCM)’s Carrier Global CARR Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$376K Sell
5,123
-2,344
-31% -$153K ﹤0.01% 516
2026
Q1 		$420K Sell
7,467
-5,444
-42% -$322K ﹤0.01% 493
2025
Q4 		$682K Buy
+12,911
New +$718K ﹤0.01% 449
2021
Q4 		– Sell
-4,207
Closed -$218K – 618
2021
Q3 		$218K Sell
4,207
-938
-18% -$50.5K ﹤0.01% 582
2021
Q2 		$250K Buy
+5,145
New +$230K ﹤0.01% 574

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Vanguard Capital Management
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Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Luther King Capital Management (LKCM) reduced its Carrier Global (CARR) stake by 31% in Q2 2026, selling an estimated $153K and leaving 5,123 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Luther King Capital Management (LKCM) first reported a position in CARR in Q2 2021 and has held it in 5 quarters since. The position peaked at $682K in Q4 2025. 1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Luther King Capital Management (LKCM) held 5,123 shares of Carrier Global worth $376K as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 2,344 Carrier Global shares in Q2 2026, an estimated $153K.
  • Carrier Global made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #516 holding.
  • Luther King Capital Management (LKCM) first reported a position in Carrier Global in Q2 2021 and has held it in 5 quarters since.
  • Luther King Capital Management (LKCM)'s Carrier Global position peaked at $682K in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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