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Oak Thistle LLC’s Kirby Corp KEX Stock Holding History

Oak Thistle LLC’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
2026
Q1 		– Sell
-12,905
Closed -$1.42M – 558
2025
Q4 		$1.42M Buy
+12,905
New +$1.31M 0.2% 213
2025
Q1 		– Sell
-5,805
Closed -$614K – 491
2024
Q4 		$614K Buy
+5,805
New +$700K 0.18% 208
2023
Q3 		– Sell
-3,332
Closed -$256K – 529
2023
Q2 		$256K Buy
3,332
+139
+4% +$10K 0.14% 285
2023
Q1 		$223K Buy
+3,193
New +$220K 0.13% 318

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Oak Thistle LLC's KEX Position: Q1 2026 in Review

Oak Thistle LLC sold out of Kirby Corp (KEX) in Q1 2026, closing a stake of 12,905 shares — an estimated $1.42M sold.

Oak Thistle LLC first reported a position in KEX in Q1 2023 and held it in 4 quarters. The position peaked at $1.42M in Q4 2025. 435 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

  • Oak Thistle LLC reported no remaining Kirby Corp position as of Q1 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 12,905 Kirby Corp shares in Q1 2026, an estimated $1.42M.
  • Oak Thistle LLC first reported a position in Kirby Corp in Q1 2023 and held it in 4 quarters.
  • Oak Thistle LLC's Kirby Corp position peaked at $1.42M in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.