Luther King Capital Management (LKCM)
FOUR icon

Luther King Capital Management (LKCM)’s Shift4 FOUR Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-52,346
Closed -$3.3M – 615
2025
Q4 		$3.3M Buy
52,346
+309
+0.6% +$21.8K 0.01% 300
2025
Q3 		$4.03M Hold
52,037
– – 0.02% 277
2025
Q2 		$5.16M Hold
52,037
– – 0.02% 243
2025
Q1 		$4.25M Buy
52,037
+757
+1% +$78K 0.02% 247
2024
Q4 		$5.32M Buy
51,280
+4,642
+10% +$461K 0.02% 228
2024
Q3 		$4.13M Buy
46,638
+16,460
+55% +$1.25M 0.02% 252
2024
Q2 		$2.21M Buy
+30,178
New +$2M 0.01% 302

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Luther King Capital Management (LKCM)'s FOUR Position: Q1 2026 in Review

Luther King Capital Management (LKCM) sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 52,346 shares — an estimated $3.3M sold.

Luther King Capital Management (LKCM) first reported a position in FOUR in Q2 2024 and held it in 7 quarters. The position peaked at $5.32M in Q4 2024. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Luther King Capital Management (LKCM) reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 52,346 Shift4 shares in Q1 2026, an estimated $3.3M.
  • Luther King Capital Management (LKCM) first reported a position in Shift4 in Q2 2024 and held it in 7 quarters.
  • Luther King Capital Management (LKCM)'s Shift4 position peaked at $5.32M in Q4 2024.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.