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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Douglas Lane & Associates's KKR Position: Q2 2026 in Review

Douglas Lane & Associates reduced its KKR & Co (KKR) stake by 2.5% in Q2 2026, selling an estimated $15.5K and leaving 6,321 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #184.

Douglas Lane & Associates first reported a position in KKR in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.05M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Douglas Lane & Associates held 6,321 shares of KKR & Co worth $580K as of Q2 2026.
  • Douglas Lane & Associates sold 160 KKR & Co shares in Q2 2026, an estimated $15.5K.
  • KKR & Co made up 0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #184 holding.
  • Douglas Lane & Associates first reported a position in KKR & Co in Q4 2018 and has held it in 31 quarters since.
  • Douglas Lane & Associates's KKR & Co position peaked at $1.05M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.