Sachetta’s Kirby Corp KEX Stock Holding History

Sachetta’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	$1.73K	Sell	13 -9	-41%	-$1.14K	﹤0.01%	923
2025 Q4	$2.42K	Sell	22 -17	-44%	-$1.73K	﹤0.01%	714
2025 Q3	$3.25K	Hold	39	–	–	﹤0.01%	706
2025 Q2	$4.42K	Buy	39 +27	+225%	+$2.83K	﹤0.01%	613
2025 Q1	$1.21K	Hold	12	–	–	﹤0.01%	901
2024 Q4	$1.27K	Hold	12	–	–	﹤0.01%	934
2024 Q3	$1.47K	Hold	12	–	–	﹤0.01%	955
2024 Q2	$1.45K	Buy	12 +3	+33%	+$335	﹤0.01%	944
2024 Q1	$707	Hold	9	–	–	﹤0.01%	1002
2023 Q4	$707	Buy	+9	New	+$704	﹤0.01%	1002

Other funds holding KEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

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

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

Luther King Capital Management (LKCM)

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