Mount Yale Investment Advisors’s Kirby Corp KEX Stock Holding History

Mount Yale Investment Advisors’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,702	Closed	-$273K	–	1506
2025 Q1	$273K	Buy	+2,702	New	+$282K	0.02%	464
2024 Q3	–	Sell	-2,264	Closed	-$271K	–	581
2024 Q2	$271K	Sell	2,264 -34	-1%	-$3.8K	0.02%	456
2024 Q1	$219K	Buy	+2,298	New	+$194K	0.02%	506
2023 Q3	–	Sell	-3,799	Closed	-$292K	–	509
2023 Q2	$292K	Sell	3,799 -312	-8%	-$22.5K	0.03%	398
2023 Q1	$287K	Buy	4,111 +810	+25%	+$55.8K	0.03%	391
2022 Q4	$212K	Sell	3,301 -943	-22%	-$62.9K	0.02%	427
2022 Q3	$258K	Buy	4,244 +611	+17%	+$39.1K	0.03%	367
2022 Q2	$221K	Buy	+3,633	New	+$237K	0.03%	421

Other funds holding KEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Mount Yale Investment Advisors's KEX Position: Q2 2025 in Review

Mount Yale Investment Advisors sold out of Kirby Corp (KEX) in Q2 2025, closing a stake of 2,702 shares — an estimated $273K sold.

Mount Yale Investment Advisors first reported a position in KEX in Q2 2022 and held it in 8 quarters. The position peaked at $292K in Q2 2023. 408 funds tracked by Wall St. Rank hold KEX as of Q2 2025.

Mount Yale Investment Advisors reported no remaining Kirby Corp position as of Q2 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,702 Kirby Corp shares in Q2 2025, an estimated $273K.
Mount Yale Investment Advisors first reported a position in Kirby Corp in Q2 2022 and held it in 8 quarters.
Mount Yale Investment Advisors's Kirby Corp position peaked at $292K in Q2 2023.
408 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.