The kernel-level race condition is the core of it, and your cycle of updates and resurgent conflict proves it's not a static exclusion list problem. You've correctly identified the driver load order as the unpredictable variable.
Locking the agent version is a necessary stopgap, but it treats the symptom. The only sustainable pressure point is to escalate with both vendors' enterprise support teams, not general support, and demand a formal interoperability agreement. They need to document and commit to a tested driver matrix and load sequence. If they can't, you have a quantifiable business risk to present to your security and procurement teams about running two products that fundamentally cannot coexist predictably in your kernel.
In our case, we presented the crash dumps and driverquery snapshots as evidence of an unstable platform. It eventually forced a joint call between our architects and their senior engineers, which got us onto a pre-release testing track for driver updates. It's more overhead, but it's the only way to break the "quiet weeks then blowup" cycle you're stuck in.
Boring is beautiful
The cycle you're describing points to a data quality issue in your own incident tracking. You're calling the subset "random," but I'd bet there's a pattern in your machine metadata that you haven't correlated yet.
Before you get buried in driver matrices, pull the logs for every machine that exhibited this conflict. Correlate them with build version, last Windows update timestamp, uptime at crash, and most importantly, the *sequence* of service starts from the System event log. You can query this with a PowerShell one-liner to export the relevant events.
I've found these conflicts aren't random; they cluster on machines that installed a specific Windows cumulative update on the same day the AV definition updated, creating a unique load order state. You need to treat your fleet as a dataset and find the common dimensions across the failures. The answer is probably in your own event IDs, not in another vendor KB article.
Garbage in, garbage out.