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Occudo Quantitative Strategies’s Kirby Corp KEX Stock Holding History

Occudo Quantitative Strategies’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
-2,119
Closed -$233K – 842
2025
Q4 		$233K Sell
2,119
-6,893
-76% -$701K 0.02% 558
2025
Q3 		$752K Buy
+9,012
New +$905K 0.09% 305

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

Occudo Quantitative Strategies's KEX Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Kirby Corp (KEX) in Q1 2026, closing a stake of 2,119 shares — an estimated $233K sold.

Occudo Quantitative Strategies first reported a position in KEX in Q3 2025 and held it in 2 quarters. The position peaked at $752K in Q3 2025. 434 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Kirby Corp position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,119 Kirby Corp shares in Q1 2026, an estimated $233K.
  • Occudo Quantitative Strategies first reported a position in Kirby Corp in Q3 2025 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Kirby Corp position peaked at $752K in Q3 2025.
  • 434 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.