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 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 $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Rockefeller Capital Management's KEX Position: Q1 2026 in Review

Rockefeller Capital Management increased its Kirby Corp (KEX) stake by 55% in Q1 2026, buying an estimated $74.6K and bringing the position to 1,668 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

Rockefeller Capital Management first reported a position in KEX in Q1 2019 and has held it in 17 quarters since. 433 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

Rockefeller Capital Management held 1,668 shares of Kirby Corp worth $222K as of Q1 2026.
Rockefeller Capital Management bought 589 Kirby Corp shares in Q1 2026, an estimated $74.6K.
Kirby Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2437 holding.
Rockefeller Capital Management first reported a position in Kirby Corp in Q1 2019 and has held it in 17 quarters since.
433 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.