Kera Capital Partners’s Lincoln Electric LECO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$719K Sell
2,709
-249
-8% -$65.2K 0.07% 218
2026
Q1
$737K Sell
2,958
-56
-2% -$15K 0.09% 140
2025
Q4
$800K Buy
3,014
+1,322
+78% +$313K 0.1% 124
2025
Q3
$399K Buy
1,692
+46
+3% +$10.8K 0.06% 207
2025
Q2
$341K Buy
+1,646
New +$315K 0.07% 163

Other funds holding LECO

Kera Capital Partners's LECO Position: Q2 2026 in Review

Kera Capital Partners reduced its Lincoln Electric (LECO) stake by 8.4% in Q2 2026, selling an estimated $65.2K and leaving 2,709 shares worth $719K. The position accounts for 0.07% of the portfolio, ranked #218.

Kera Capital Partners first reported a position in LECO in Q2 2025 and has held it in 5 quarters since. The position peaked at $800K in Q4 2025. 701 funds tracked by Wall St. Rank hold LECO as of Q2 2026.

  • Kera Capital Partners held 2,709 shares of Lincoln Electric worth $719K as of Q2 2026.
  • Kera Capital Partners sold 249 Lincoln Electric shares in Q2 2026, an estimated $65.2K.
  • Lincoln Electric made up 0.07% of Kera Capital Partners's portfolio in Q2 2026, its #218 holding.
  • Kera Capital Partners first reported a position in Lincoln Electric in Q2 2025 and has held it in 5 quarters since.
  • Kera Capital Partners's Lincoln Electric position peaked at $800K in Q4 2025.
  • 701 funds tracked by Wall St. Rank held Lincoln Electric as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.