Luther King Capital Management (LKCM)
SITE icon

Luther King Capital Management (LKCM)’s SiteOne Landscape Supply SITE Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio SITE Stock Details SITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.13M Buy
27,373
+3,711
+16% +$448K 0.01% 310
2026
Q1 		$3.15M Sell
23,662
-11,907
-33% -$1.68M 0.01% 304
2025
Q4 		$4.43M Buy
35,569
+85
+0.2% +$10.8K 0.02% 271
2025
Q3 		$4.57M Hold
35,484
– – 0.02% 261
2025
Q2 		$4.29M Buy
35,484
+6,572
+23% +$777K 0.02% 261
2025
Q1 		$3.51M Buy
28,912
+20
+0.1% +$2.65K 0.02% 264
2024
Q4 		$3.81M Sell
28,892
-195
-0.7% -$28.1K 0.02% 266
2024
Q3 		$4.39M Buy
29,087
+3,859
+15% +$529K 0.02% 241
2024
Q2 		$3.06M Sell
25,228
-87
-0.3% -$13.2K 0.01% 274
2024
Q1 		$4.42M Buy
25,315
+460
+2% +$75.9K 0.02% 233
2023
Q4 		$4.04M Buy
24,855
+2,048
+9% +$299K 0.02% 237
2023
Q3 		$3.73M Buy
22,807
+9,425
+70% +$1.54M 0.02% 232
2023
Q2 		$2.24M Buy
+13,382
New +$1.97M 0.01% 308

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Kayne Anderson Rudnick Investment Management
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BAMCO Inc
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Vanguard Capital Management
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BlackRock
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Vanguard Portfolio Management
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Luther King Capital Management (LKCM) increased its SiteOne Landscape Supply (SITE) stake by 16% in Q2 2026, buying an estimated $448K and bringing the position to 27,373 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #310.

Luther King Capital Management (LKCM) first reported a position in SITE in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.57M in Q3 2025. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

  • Luther King Capital Management (LKCM) held 27,373 shares of SiteOne Landscape Supply worth $3.13M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 3,711 SiteOne Landscape Supply shares in Q2 2026, an estimated $448K.
  • SiteOne Landscape Supply made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #310 holding.
  • Luther King Capital Management (LKCM) first reported a position in SiteOne Landscape Supply in Q2 2023 and has held it in 13 quarters since.
  • Luther King Capital Management (LKCM)'s SiteOne Landscape Supply position peaked at $4.57M in Q3 2025.
  • 393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

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