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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
2021
Q2 		– Sell
-4,400
Closed -$503K – 145
2021
Q1 		$503K Buy
4,400
+2,900
+193% +$952K 0.25% 85
2020
Q4 		$234K Sell
1,500
-3,500
-70% -$1.22M 0.13% 125
2020
Q3 		$735K Buy
+5,000
New +$1.67M 0.46% 53

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. 926 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.
  • 926 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.