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KG&L Capital Management’s Eli Lilly LLY Stock Holding History

KG&L Capital Management’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,500
Closed -$453K – 234
2025
Q3 		$453K Buy
+3,500
New +$2.6M 0.12% 145
2020
Q4 		– Sell
-9,100
Closed -$428K – 147
2020
Q3 		$428K Buy
+9,100
New +$1.41M 0.27% 73
2019
Q1 		– Sell
-400
Closed -$20K – 119
2018
Q4 		$20K Buy
+400
New +$44.7K 0.02% 104

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KG&L Capital Management's LLY Position: Q2 2026 in Review

KG&L Capital Management reduced its Eli Lilly (LLY) stake by 0.25% in Q2 2026, selling an estimated $3.06K and leaving 1,195 shares worth $1.43M. The position accounts for 0.85% of the portfolio, ranked #31.

KG&L Capital Management first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.91M in Q2 2025. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • KG&L Capital Management held 1,195 shares of Eli Lilly worth $1.43M as of Q2 2026.
  • KG&L Capital Management sold 3 Eli Lilly shares in Q2 2026, an estimated $3.06K.
  • Eli Lilly made up 0.85% of KG&L Capital Management's portfolio in Q2 2026, its #31 holding.
  • KG&L Capital Management first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
  • KG&L Capital Management's Eli Lilly position peaked at $5.91M in Q2 2025.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.