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Douglas Lane & Associates’s KKR & Co KKR Stock Holding History

Douglas Lane & Associates’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
Q3 		$567K Sell
6,209
-112
-2% -$11.4K 0.01% 177
2026
Q2 		$580K Sell
6,321
-160
-2% -$15.5K 0.01% 184
2026
Q1 		$600K Hold
6,481
– – 0.01% 171
2025
Q4 		$826K Hold
6,481
– – 0.01% 162
2025
Q3 		$842K Sell
6,481
-463
-7% -$65.7K 0.01% 161
2025
Q2 		$924K Sell
6,944
-27
-0.4% -$3.16K 0.01% 159
2025
Q1 		$806K Sell
6,971
-150
-2% -$20.6K 0.01% 165
2024
Q4 		$1.05M Buy
7,121
+31
+0.4% +$4.55K 0.01% 159
2024
Q3 		$926K Sell
7,090
-1,500
-17% -$177K 0.01% 162
2024
Q2 		$904K Hold
8,590
– – 0.01% 162
2024
Q1 		$864K Sell
8,590
-2,813
-25% -$259K 0.01% 166
2023
Q4 		$945K Sell
11,403
-2,300
-17% -$156K 0.01% 158
2023
Q3 		$844K Buy
13,703
+150
+1% +$9.11K 0.01% 151
2023
Q2 		$759K Sell
13,553
-600
-4% -$31.4K 0.01% 158
2023
Q1 		$743K Hold
14,153
– – 0.01% 162
2022
Q4 		$657K Buy
14,153
+613
+5% +$29.9K 0.01% 163
2022
Q3 		$582K Sell
13,540
-166
-1% -$8.39K 0.01% 162
2022
Q2 		$634K Hold
13,706
– – 0.01% 162
2022
Q1 		$801K Sell
13,706
-115
-0.8% -$7.24K 0.01% 161
2021
Q4 		$1.03M Sell
13,821
-60
-0.4% -$4.43K 0.01% 154
2021
Q3 		$845K Buy
13,881
+115
+0.8% +$7.22K 0.01% 154
2021
Q2 		$815K Buy
13,766
+166
+1% +$9.21K 0.01% 152
2021
Q1 		$664K Hold
13,600
– – 0.01% 155
2020
Q4 		$551K Sell
13,600
-500
-4% -$18.9K 0.01% 157
2020
Q3 		$484K Hold
14,100
– – 0.01% 158
2020
Q2 		$435K Buy
14,100
+500
+4% +$13.4K 0.01% 161
2020
Q1 		$319K Sell
13,600
-5,571
-29% -$160K 0.01% 171
2019
Q4 		$559K Hold
19,171
– – 0.01% 162
2019
Q3 		$515K Hold
19,171
– – 0.01% 165
2019
Q2 		$484K Hold
19,171
– – 0.01% 173
2019
Q1 		$450K Hold
19,171
– – 0.01% 174
2018
Q4 		$376K Buy
+19,171
New +$438K 0.01% 178

Other funds holding KKR

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Douglas Lane & Associates's KKR Position: Q3 2026 in Review

Douglas Lane & Associates reduced its KKR & Co (KKR) stake by 1.8% in Q3 2026, selling an estimated $11.4K and leaving 6,209 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #177.

Douglas Lane & Associates first reported a position in KKR in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.05M in Q4 2024. 54 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Douglas Lane & Associates held 6,209 shares of KKR & Co worth $567K as of Q3 2026.
  • Douglas Lane & Associates sold 112 KKR & Co shares in Q3 2026, an estimated $11.4K.
  • KKR & Co made up 0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #177 holding.
  • Douglas Lane & Associates first reported a position in KKR & Co in Q4 2018 and has held it in 32 quarters since.
  • Douglas Lane & Associates's KKR & Co position peaked at $1.05M in Q4 2024.
  • 54 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.