Luther King Capital Management (LKCM)
WK icon

Luther King Capital Management (LKCM)’s Workiva WK Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.98M Buy
83,561
+3,478
+4% +$243K 0.02% 253
2025
Q4 		$6.91M Buy
80,083
+248
+0.3% +$22K 0.03% 210
2025
Q3 		$6.87M Hold
79,835
– – 0.03% 205
2025
Q2 		$5.46M Buy
79,835
+11,500
+17% +$791K 0.02% 233
2025
Q1 		$5.19M Sell
68,335
-2,025
-3% -$191K 0.02% 225
2024
Q4 		$7.7M Buy
70,360
+3,780
+6% +$348K 0.03% 186
2024
Q3 		$5.27M Buy
66,580
+2,079
+3% +$156K 0.02% 221
2024
Q2 		$4.71M Sell
64,501
-707
-1% -$55.6K 0.02% 225
2024
Q1 		$5.53M Sell
65,208
-1,239
-2% -$112K 0.02% 212
2023
Q4 		$6.75M Sell
66,447
-2,936
-4% -$283K 0.03% 179
2023
Q3 		$7.03M Buy
69,383
+6,043
+10% +$628K 0.04% 168
2023
Q2 		$6.44M Buy
63,340
+3,080
+5% +$296K 0.03% 181
2023
Q1 		$6.17M Buy
60,260
+1,488
+3% +$135K 0.03% 172
2022
Q4 		$4.94M Buy
58,772
+511
+0.9% +$39.6K 0.03% 183
2022
Q3 		$4.53M Buy
58,261
+16,746
+40% +$1.14M 0.03% 188
2022
Q2 		$2.74M Buy
41,515
+755
+2% +$62.8K 0.02% 257
2022
Q1 		$4.81M Sell
40,760
-1,407
-3% -$156K 0.02% 203
2021
Q4 		$5.5M Hold
42,167
– – 0.02% 198
2021
Q3 		$5.94M Sell
42,167
-5,000
-11% -$677K 0.03% 185
2021
Q2 		$5.25M Buy
47,167
+6,400
+16% +$621K 0.03% 206
2021
Q1 		$3.6M Sell
40,767
-735
-2% -$72.8K 0.02% 226
2020
Q4 		$3.8M Buy
41,502
+25,095
+153% +$1.76M 0.02% 209
2020
Q3 		$915K Buy
16,407
+1,407
+9% +$78.3K 0.01% 345
2020
Q2 		$802K Buy
+15,000
New +$615K 0.01% 345

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

Luther King Capital Management (LKCM) increased its Workiva (WK) stake by 4.3% in Q1 2026, buying an estimated $243K and bringing the position to 83,561 shares worth $4.98M. The position accounts for 0.02% of the portfolio, ranked #253.

Luther King Capital Management (LKCM) first reported a position in WK in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.7M in Q4 2024. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • Luther King Capital Management (LKCM) held 83,561 shares of Workiva worth $4.98M as of Q1 2026.
  • Luther King Capital Management (LKCM) bought 3,478 Workiva shares in Q1 2026, an estimated $243K.
  • Workiva made up 0.02% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #253 holding.
  • Luther King Capital Management (LKCM) first reported a position in Workiva in Q2 2020 and has held it in 24 quarters since.
  • Luther King Capital Management (LKCM)'s Workiva position peaked at $7.7M in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

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