Luther King Capital Management (LKCM)’s Cameco CCJ Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio CCJ Stock Details CCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107M	Sell	1,049,747 -10,591	-1%	-$1.19M	0.44%	60
2026 Q1	$115M	Sell	1,060,338 -9,535	-0.9%	-$1.09M	0.5%	52
2025 Q4	$97.9M	Buy	1,069,873 +4,563	+0.4%	+$411K	0.4%	64
2025 Q3	$89.3M	Buy	1,065,310 +71,283	+7%	+$5.53M	0.37%	65
2025 Q2	$73.8M	Buy	994,027 +3,478	+0.4%	+$186K	0.32%	73
2025 Q1	$40.8M	Sell	990,549 -8,185	-0.8%	-$385K	0.19%	100
2024 Q4	$51.3M	Buy	998,734 +140,885	+16%	+$7.68M	0.22%	87
2024 Q3	$41M	Buy	857,849 +192,401	+29%	+$8.39M	0.18%	99
2024 Q2	$32.7M	Buy	+665,448	New	+$33.7M	0.15%	105

Other funds holding CCJ

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Luther King Capital Management (LKCM) reduced its Cameco (CCJ) stake by 1% in Q2 2026, selling an estimated $1.19M and leaving 1,049,747 shares worth $107M. The position accounts for 0.44% of the portfolio, ranked #60.

Luther King Capital Management (LKCM) first reported a position in CCJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $115M in Q1 2026. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

Luther King Capital Management (LKCM) held 1,049,747 shares of Cameco worth $107M as of Q2 2026.
Luther King Capital Management (LKCM) sold 10,591 Cameco shares in Q2 2026, an estimated $1.19M.
Cameco made up 0.44% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #60 holding.
Luther King Capital Management (LKCM) first reported a position in Cameco in Q2 2024 and has held it in 9 quarters since.
Luther King Capital Management (LKCM)'s Cameco position peaked at $115M in Q1 2026.
1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

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