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KG&L Capital Management’s Strategy Inc MSTR Stock Holding History

KG&L Capital Management’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,348
Closed -$509K – 176
2025
Q4 		$509K Sell
3,348
-2,477
-43% -$570K 0.13% 139
2025
Q3 		$1.88M Buy
5,825
+4,928
+549% +$1.83M 0.5% 47
2025
Q2 		$363K Sell
897
-1,834
-67% -$668K 0.11% 138
2025
Q1 		$787K Buy
+2,731
New +$867K 0.26% 86

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KG&L Capital Management's MSTR Position: Q1 2026 in Review

KG&L Capital Management sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 3,348 shares — an estimated $509K sold.

KG&L Capital Management first reported a position in MSTR in Q1 2025 and held it in 4 quarters. The position peaked at $1.88M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • KG&L Capital Management reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 3,348 Strategy Inc shares in Q1 2026, an estimated $509K.
  • KG&L Capital Management first reported a position in Strategy Inc in Q1 2025 and held it in 4 quarters.
  • KG&L Capital Management's Strategy Inc position peaked at $1.88M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.