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KG&L Capital Management’s lululemon athletica LULU Stock Holding History

KG&L Capital Management’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,328
Closed -$316K – 222
2025
Q2 		$316K Buy
1,328
+30
+2% +$8.26K 0.09% 153
2025
Q1 		$367K Buy
1,298
+170
+15% +$62.4K 0.12% 142
2024
Q4 		$431K Sell
1,128
-1,085
-49% -$354K 0.14% 133
2024
Q3 		$600K Buy
2,213
+255
+13% +$67.7K 0.19% 109
2024
Q2 		$585K Sell
1,958
-113
-5% -$37.8K 0.2% 107
2024
Q1 		$809K Buy
2,071
+597
+41% +$276K 0.32% 67
2023
Q4 		$754K Sell
1,474
-101
-6% -$43.6K 0.32% 64
2023
Q3 		$607K Sell
1,575
-382
-20% -$146K 0.29% 74
2023
Q2 		$741K Sell
1,957
-214
-10% -$79K 0.36% 63
2023
Q1 		$791K Sell
2,171
-2,004
-48% -$628K 0.41% 52
2022
Q4 		$1.34M Sell
4,175
-1,915
-31% -$630K 0.77% 29
2022
Q3 		$1.7M Sell
6,090
-2,501
-29% -$775K 0.96% 26
2022
Q2 		$2.34M Buy
8,591
+1,968
+30% +$631K 1.26% 21
2022
Q1 		$2.42M Buy
6,623
+1,827
+38% +$595K 1.01% 24
2021
Q4 		$1.88M Sell
4,796
-1,482
-24% -$633K 0.76% 36
2021
Q3 		$2.54M Sell
6,278
-4,450
-41% -$1.78M 1.11% 23
2021
Q2 		$3.92M Sell
10,728
-2,278
-18% -$750K 1.78% 13
2021
Q1 		$3.99M Buy
13,006
+5,036
+63% +$1.65M 1.99% 13
2020
Q4 		$2.77M Buy
7,970
+1,544
+24% +$536K 1.51% 17
2020
Q3 		$2.12M Buy
6,426
+1,211
+23% +$404K 1.32% 17
2020
Q2 		$1.63M Buy
5,215
+2
+0% +$511 1.25% 20
2020
Q1 		$988K Buy
5,213
+1,010
+24% +$226K 0.98% 30
2019
Q4 		$973K Buy
4,203
+3
+0.1% +$639 0.82% 39
2019
Q3 		$808K Buy
4,200
+200
+5% +$37.4K 0.73% 37
2019
Q2 		$720K Hold
4,000
– – 0.69% 43
2019
Q1 		$656K Sell
4,000
-575
-13% -$84K 0.66% 45
2018
Q4 		$557K Buy
+4,575
New +$613K 0.62% 48

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KG&L Capital Management's LULU Position: Q3 2025 in Review

KG&L Capital Management sold out of lululemon athletica (LULU) in Q3 2025, closing a stake of 1,328 shares — an estimated $316K sold.

KG&L Capital Management first reported a position in LULU in Q4 2018 and held it in 27 quarters. The position peaked at $3.99M in Q1 2021. 925 funds tracked by Wall St. Rank hold LULU as of Q3 2025.

  • KG&L Capital Management reported no remaining lululemon athletica position as of Q3 2025 after selling out during the quarter.
  • KG&L Capital Management sold 1,328 lululemon athletica shares in Q3 2025, an estimated $316K.
  • KG&L Capital Management first reported a position in lululemon athletica in Q4 2018 and held it in 27 quarters.
  • KG&L Capital Management's lululemon athletica position peaked at $3.99M in Q1 2021.
  • 925 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2025.

Based on KG&L Capital Management's 13F filing for Q3 2025, filed 22 Oct 2025.