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Mount Yale Investment Advisors’s KBR KBR Stock Holding History

Mount Yale Investment Advisors’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,710
Closed -$226K – 1159
2025
Q2 		$226K Sell
4,710
-327
-6% -$17K 0.02% 527
2025
Q1 		$251K Buy
5,037
+28
+0.6% +$1.49K 0.02% 475
2024
Q4 		$290K Buy
+5,009
New +$320K 0.02% 449

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Mount Yale Investment Advisors's KBR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of KBR (KBR) in Q3 2025, closing a stake of 4,710 shares — an estimated $226K sold.

Mount Yale Investment Advisors first reported a position in KBR in Q4 2024 and held it in 3 quarters. The position peaked at $290K in Q4 2024. 380 funds tracked by Wall St. Rank hold KBR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining KBR position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,710 KBR shares in Q3 2025, an estimated $226K.
  • Mount Yale Investment Advisors first reported a position in KBR in Q4 2024 and held it in 3 quarters.
  • Mount Yale Investment Advisors's KBR position peaked at $290K in Q4 2024.
  • 380 funds tracked by Wall St. Rank held KBR as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.