KI
KBDC

Koch Inc’s Kayne Anderson BDC KBDC Stock Holding History

Koch Inc’s Portfolio KBDC Stock Details KBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$142M Sell
10,485,004
-1,696,347
-14% -$24.5M 12.96% 4
2026
Q1 		$167M Sell
12,181,351
-1
-0% -$14 18.13% 2
2025
Q4 		$174M Hold
12,181,352
– – 24.14% 1
2025
Q3 		$162M Hold
12,181,352
– – 21.44% 1
2025
Q2 		$186M Buy
+12,181,352
New +$192M 26.89% 1

Other funds holding KBDC

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $297M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Koch Inc's KBDC Position: Q2 2026 in Review

Koch Inc reduced its Kayne Anderson BDC (KBDC) stake by 14% in Q2 2026, selling an estimated $24.5M and leaving 10,485,004 shares worth $142M. The position accounts for 12.96% of the portfolio, ranked #4.

Koch Inc first reported a position in KBDC in Q2 2025 and has held it in 5 quarters since. The position peaked at $186M in Q2 2025. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • Koch Inc held 10,485,004 shares of Kayne Anderson BDC worth $142M as of Q2 2026.
  • Koch Inc sold 1,696,347 Kayne Anderson BDC shares in Q2 2026, an estimated $24.5M.
  • Kayne Anderson BDC made up 12.96% of Koch Inc's portfolio in Q2 2026, its #4 holding.
  • Koch Inc first reported a position in Kayne Anderson BDC in Q2 2025 and has held it in 5 quarters since.
  • Koch Inc's Kayne Anderson BDC position peaked at $186M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

Based on Koch Inc's 13F filing for Q2 2026, filed 13 Aug 2026.