Luther King Capital Management (LKCM)
NVO

Luther King Capital Management (LKCM)’s Novo Nordisk NVO Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,717
Closed -$291K – 627
2025
Q4 		$291K Sell
5,717
-1,929
-25% -$98.6K ﹤0.01% 539
2025
Q3 		$424K Sell
7,646
-7,297
-49% -$427K ﹤0.01% 494
2025
Q2 		$1.03M Sell
14,943
-3,001
-17% -$204K ﹤0.01% 410
2025
Q1 		$1.25M Buy
17,944
+1,063
+6% +$87.8K 0.01% 380
2024
Q4 		$1.45M Sell
16,881
-291
-2% -$31.5K 0.01% 358
2024
Q3 		$2.04M Sell
17,172
-10,999
-39% -$1.47M 0.01% 317
2024
Q2 		$4.02M Buy
28,171
+2,960
+12% +$392K 0.02% 238
2024
Q1 		$3.24M Buy
25,211
+241
+1% +$28.7K 0.01% 270
2023
Q4 		$2.58M Sell
24,970
-40
-0.2% -$3.96K 0.01% 292
2023
Q3 		$2.27M Buy
25,010
+11,852
+90% +$1.04M 0.01% 301
2023
Q2 		$1.06M Buy
13,158
+316
+2% +$25.8K 0.01% 403
2023
Q1 		$1.02M Sell
12,842
-398
-3% -$28.2K 0.01% 390
2022
Q4 		$896K Buy
13,240
+638
+5% +$37.4K ﹤0.01% 390
2022
Q3 		$628K Sell
12,602
-6,856
-35% -$367K ﹤0.01% 426
2022
Q2 		$1.08M Buy
19,458
+12,948
+199% +$719K 0.01% 379
2022
Q1 		$361K Buy
6,510
+2,298
+55% +$118K ﹤0.01% 517
2021
Q4 		$236K Sell
4,212
-1,668
-28% -$90.4K ﹤0.01% 588
2021
Q3 		$282K Sell
5,880
-78
-1% -$3.77K ﹤0.01% 555
2021
Q2 		$250K Buy
+5,958
New +$231K ﹤0.01% 575
2016
Q3 		– Sell
-8,080
Closed -$217K – 517
2016
Q2 		$217K Buy
+8,080
New +$222K ﹤0.01% 485
2016
Q1 		– Sell
-9,208
Closed -$267K – 524
2015
Q4 		$267K Buy
9,208
+150
+2% +$4.15K ﹤0.01% 478
2015
Q3 		$246K Hold
9,058
– – ﹤0.01% 481
2015
Q2 		$248K Sell
9,058
-912
-9% -$25.6K ﹤0.01% 504
2015
Q1 		$266K Sell
9,970
-450
-4% -$10.4K ﹤0.01% 494
2014
Q4 		$220K Sell
10,420
-540
-5% -$12.1K ﹤0.01% 523
2014
Q3 		$261K Buy
10,960
+240
+2% +$5.52K ﹤0.01% 509
2014
Q2 		$248K Buy
+10,720
New +$237K ﹤0.01% 507
2013
Q3 		– Sell
-13,500
Closed -$209K – 689
2013
Q2 		$209K Buy
+13,500
New +$225K ﹤0.01% 656

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

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

Luther King Capital Management (LKCM) sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 5,717 shares — an estimated $291K sold.

Luther King Capital Management (LKCM) first reported a position in NVO in Q2 2013 and held it in 28 quarters. The position peaked at $4.02M in Q2 2024. 1,277 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

  • Luther King Capital Management (LKCM) reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 5,717 Novo Nordisk shares in Q1 2026, an estimated $291K.
  • Luther King Capital Management (LKCM) first reported a position in Novo Nordisk in Q2 2013 and held it in 28 quarters.
  • Luther King Capital Management (LKCM)'s Novo Nordisk position peaked at $4.02M in Q2 2024.
  • 1,277 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

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