Luther King Capital Management (LKCM)
CWST icon

Luther King Capital Management (LKCM)’s Casella Waste Systems CWST Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.63M Buy
99,299
+27,709
+39% +$2.37M 0.04% 190
2026
Q1 		$5.68M Buy
71,590
+5,267
+8% +$505K 0.02% 235
2025
Q4 		$6.5M Buy
66,323
+7,823
+13% +$726K 0.03% 220
2025
Q3 		$5.55M Buy
58,500
+10,042
+21% +$1.01M 0.02% 236
2025
Q2 		$5.59M Sell
48,458
-826
-2% -$95.4K 0.02% 227
2025
Q1 		$5.5M Buy
+49,284
New +$5.39M 0.03% 216

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 CWST Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its Casella Waste Systems (CWST) stake by 39% in Q2 2026, buying an estimated $2.37M and bringing the position to 99,299 shares worth $9.63M. The position accounts for 0.04% of the portfolio, ranked #190.

Luther King Capital Management (LKCM) first reported a position in CWST in Q1 2025 and has held it in 6 quarters since. 415 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Luther King Capital Management (LKCM) held 99,299 shares of Casella Waste Systems worth $9.63M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 27,709 Casella Waste Systems shares in Q2 2026, an estimated $2.37M.
  • Casella Waste Systems made up 0.04% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #190 holding.
  • Luther King Capital Management (LKCM) first reported a position in Casella Waste Systems in Q1 2025 and has held it in 6 quarters since.
  • 415 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

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