Shelton Capital Management’s Kirby Corp KEX Stock Holding History

Shelton 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	$263K	Hold	1,980	–	–	0.01%	559
2025 Q4	$218K	Buy	+1,980	New	+$201K	﹤0.01%	629
2025 Q3	–	Sell	-2,155	Closed	-$244K	–	748
2025 Q2	$244K	Sell	2,155 -70	-3%	-$7.34K	0.01%	579
2025 Q1	$225K	Sell	2,225 -79	-3%	-$8.25K	0.01%	613
2024 Q4	$244K	Sell	2,304 -150	-6%	-$18.1K	0.01%	596
2024 Q3	$300K	Hold	2,454	–	–	0.01%	499
2024 Q2	$294K	Sell	2,454 -270	-10%	-$30.2K	0.01%	492
2024 Q1	$260K	Hold	2,724	–	–	0.01%	598
2023 Q4	$214K	Sell	2,724 -228	-8%	-$17.8K	0.01%	665
2023 Q3	$244K	Hold	2,952	–	–	0.01%	556
2023 Q2	$227K	Sell	2,952 -115	-4%	-$8.28K	0.01%	641
2023 Q1	$214K	Buy	+3,067	New	+$211K	0.01%	658
2022 Q4	–	Sell	-3,327	Closed	-$202K	–	704
2022 Q3	$202K	Hold	3,327	–	–	0.01%	644
2022 Q2	$202K	Hold	3,327	–	–	0.01%	674
2022 Q1	$240K	Buy	+3,327	New	+$222K	0.01%	680
2021 Q3	–	Sell	-3,327	Closed	-$202K	–	832
2021 Q2	$202K	Hold	3,327	–	–	0.01%	801
2021 Q1	$201K	Buy	+3,327	New	+$200K	0.01%	780
2020 Q1	–	Sell	-3,748	Closed	-$336K	–	743
2019 Q4	$336K	Hold	3,748	–	–	0.02%	479
2019 Q3	$308K	Hold	3,748	–	–	0.02%	517
2019 Q2	$296K	Buy	3,748 +3,466	+1,229%	+$278K	0.02%	539
2019 Q1	$3.75K	Sell	282 -3,466	-92%	-$253K	0.01%	655
2018 Q4	$252K	Hold	3,748	–	–	0.02%	562
2018 Q3	$308K	Hold	3,748	–	–	0.02%	576
2018 Q2	$313K	Hold	3,748	–	–	0.02%	541
2018 Q1	$288K	Sell	3,748 -343	-8%	-$25.7K	0.02%	568
2017 Q4	$273K	Hold	4,091	–	–	0.02%	630
2017 Q3	$270K	Hold	4,091	–	–	0.02%	621
2017 Q2	$273K	Hold	4,091	–	–	0.02%	626
2017 Q1	$289K	Sell	4,091 -1,375	-25%	-$93.9K	0.02%	590
2016 Q4	$363K	Hold	5,466	–	–	0.03%	520
2016 Q3	$340K	Hold	5,466	–	–	0.03%	522
2016 Q2	$341K	Hold	5,466	–	–	0.03%	501
2016 Q1	$330K	Hold	5,466	–	–	0.03%	517
2015 Q4	$288K	Hold	5,466	–	–	0.03%	564
2015 Q3	$339K	Hold	5,466	–	–	0.04%	478
2015 Q2	$419K	Hold	5,466	–	–	0.04%	434
2015 Q1	$410K	Sell	5,466 -416	-7%	-$32.1K	0.04%	456
2014 Q4	$475K	Sell	5,882 -410	-7%	-$40.6K	0.06%	383
2014 Q3	$742K	Hold	6,292	–	–	0.1%	213
2014 Q2	$737K	Hold	6,292	–	–	0.1%	211
2014 Q1	$637K	Hold	6,292	–	–	0.09%	240
2013 Q4	$624K	Hold	6,292	–	–	0.09%	235
2013 Q3	$545K	Hold	6,292	–	–	0.09%	256
2013 Q2	$500K	Buy	+6,292	New	+$485K	0.09%	254

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

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

Shelton Capital Management held its Kirby Corp (KEX) position steady in Q1 2026 at 1,980 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #559.

Shelton Capital Management first reported a position in KEX in Q2 2013 and has held it in 44 quarters since. The position peaked at $742K in Q3 2014. 432 funds tracked by Wall St. Rank hold KEX as of Q1 2026.

Shelton Capital Management held 1,980 shares of Kirby Corp worth $263K as of Q1 2026.
Shelton Capital Management left its Kirby Corp share count unchanged in Q1 2026.
Kirby Corp made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #559 holding.
Shelton Capital Management first reported a position in Kirby Corp in Q2 2013 and has held it in 44 quarters since.
Shelton Capital Management's Kirby Corp position peaked at $742K in Q3 2014.
432 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.