Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Otis Worldwide OTIS Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,838
Closed -$335K – 628
2025
Q4 		$335K Buy
+3,838
New +$343K ﹤0.01% 519
2020
Q3 		– Sell
-37,770
Closed -$2.15M – 523
2020
Q2 		$2.15M Buy
+37,770
New +$1.96M 0.01% 234

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Fidelity Investments
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Luther King Capital Management (LKCM)'s OTIS Position: Q1 2026 in Review

Luther King Capital Management (LKCM) sold out of Otis Worldwide (OTIS) in Q1 2026, closing a stake of 3,838 shares — an estimated $335K sold.

Luther King Capital Management (LKCM) first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $2.15M in Q2 2020. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Luther King Capital Management (LKCM) reported no remaining Otis Worldwide position as of Q1 2026 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 3,838 Otis Worldwide shares in Q1 2026, an estimated $335K.
  • Luther King Capital Management (LKCM) first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s Otis Worldwide position peaked at $2.15M in Q2 2020.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

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