Compagnie Lombard Odier SCmA’s KKR & Co KKR Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46.3K	Hold	500	–	–	﹤0.01%	335
2025 Q4	$63.7K	Sell	500 -265	-35%	-$33K	﹤0.01%	322
2025 Q3	$99.4K	Hold	765	–	–	﹤0.01%	301
2025 Q2	$102K	Sell	765 -1,876	-71%	-$220K	﹤0.01%	286
2025 Q1	$305K	Buy	2,641 +1,876	+245%	+$258K	﹤0.01%	228
2024 Q4	$113K	Hold	765	–	–	﹤0.01%	287
2024 Q3	$99.9K	Buy	765 +265	+53%	+$31.4K	﹤0.01%	296
2024 Q2	$52.6K	Buy	+500	New	+$50.9K	﹤0.01%	332
2024 Q1	–	Sell	-3,615	Closed	-$300K	–	541
2023 Q4	$300K	Hold	3,615	–	–	0.01%	248
2023 Q3	$223K	Hold	3,615	–	–	0.01%	256
2023 Q2	$202K	Hold	3,615	–	–	0.01%	263
2023 Q1	$190K	Sell	3,615 -971	-21%	-$52.1K	﹤0.01%	298
2022 Q4	$213K	Buy	4,586 +971	+27%	+$47.3K	0.01%	284
2022 Q3	$155K	Sell	3,615 -2,035	-36%	-$103K	﹤0.01%	333
2022 Q2	$261K	Sell	5,650 -7,665	-58%	-$402K	0.01%	258
2022 Q1	$779K	Sell	13,315 -8,000	-38%	-$504K	0.02%	171
2021 Q4	$1.59M	Buy	21,315 +900	+4%	+$66.4K	0.03%	149
2021 Q3	$1.24M	Buy	20,415 +16,800	+465%	+$1.06M	0.03%	163
2021 Q2	$214K	Buy	+3,615	New	+$201K	﹤0.01%	335

Other funds holding KKR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Compagnie Lombard Odier SCmA's KKR Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA held its KKR & Co (KKR) position steady in Q1 2026 at 500 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Compagnie Lombard Odier SCmA first reported a position in KKR in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q4 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Compagnie Lombard Odier SCmA held 500 shares of KKR & Co worth $46.3K as of Q1 2026.
Compagnie Lombard Odier SCmA left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #335 holding.
Compagnie Lombard Odier SCmA first reported a position in KKR & Co in Q2 2021 and has held it in 19 quarters since.
Compagnie Lombard Odier SCmA's KKR & Co position peaked at $1.59M in Q4 2021.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.