Rockefeller Capital Management’s Kirby Corp KEX Stock Holding History

Rockefeller Capital Management’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 Q2	$220K	Sell	1,615 -53	-3%	-$7.58K	﹤0.01%	2555
2026 Q1	$222K	Buy	1,668 +589	+55%	+$74.6K	﹤0.01%	2437
2025 Q4	$119K	Buy	1,079 +168	+18%	+$17.1K	﹤0.01%	2634
2025 Q3	$76K	Buy	+911	New	+$91.5K	﹤0.01%	2715
2023 Q1	–	Sell	-556	Closed	-$35K	–	2998
2022 Q4	$35K	Buy	556 +129	+30%	+$8.61K	﹤0.01%	2555
2022 Q3	$25K	Buy	427 +120	+39%	+$7.69K	﹤0.01%	2671
2022 Q2	$18K	Buy	307 +199	+184%	+$13K	﹤0.01%	2805
2022 Q1	$7K	Buy	108 +86	+391%	+$5.73K	﹤0.01%	3219
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	3653
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	3583
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	3342
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	3181
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	2735
2020 Q3	$0	Buy	+22	New	+$969	﹤0.01%	2683
2020 Q1	–	Sell	-265	Closed	-$24K	–	2423
2019 Q4	$24K	Hold	265	–	–	﹤0.01%	1343
2019 Q3	$22K	Buy	265 +183	+223%	+$14K	﹤0.01%	1197
2019 Q2	$6K	Sell	82 -774	-90%	-$62.1K	﹤0.01%	1398
2019 Q1	$64K	Buy	+856	New	+$62.4K	﹤0.01%	862

Other funds holding KEX

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Rockefeller Capital Management's KEX Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Kirby Corp (KEX) stake by 3.2% in Q2 2026, selling an estimated $7.58K and leaving 1,615 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Rockefeller Capital Management first reported a position in KEX in Q1 2019 and has held it in 18 quarters since. The position peaked at $222K in Q1 2026. 467 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

Rockefeller Capital Management held 1,615 shares of Kirby Corp worth $220K as of Q2 2026.
Rockefeller Capital Management sold 53 Kirby Corp shares in Q2 2026, an estimated $7.58K.
Kirby Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2555 holding.
Rockefeller Capital Management first reported a position in Kirby Corp in Q1 2019 and has held it in 18 quarters since.
Rockefeller Capital Management's Kirby Corp position peaked at $222K in Q1 2026.
467 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.