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Lantz Financial’s KKR & Co KKR Stock Holding History

Lantz Financial’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,121
Closed -$270K – 251
2025
Q4 		$270K Buy
2,121
+355
+20% +$44.2K 0.06% 219
2025
Q3 		$229K Buy
1,766
+139
+9% +$19.7K 0.05% 231
2025
Q2 		$216K Sell
1,627
-307
-16% -$35.9K 0.05% 224
2025
Q1 		$224K Sell
1,934
-2
-0.1% -$275 0.06% 201
2024
Q4 		$286K Sell
1,936
-186
-9% -$27.3K 0.08% 185
2024
Q3 		$277K Buy
2,122
+46
+2% +$5.44K 0.08% 188
2024
Q2 		$218K Sell
2,076
-35
-2% -$3.56K 0.07% 196
2024
Q1 		$212K Buy
+2,111
New +$194K 0.07% 198

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lantz Financial's KKR Position: Q1 2026 in Review

Lantz Financial sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,121 shares — an estimated $270K sold.

Lantz Financial first reported a position in KKR in Q1 2024 and held it in 8 quarters. The position peaked at $286K in Q4 2024. 1,288 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Lantz Financial reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Lantz Financial sold 2,121 KKR & Co shares in Q1 2026, an estimated $270K.
  • Lantz Financial first reported a position in KKR & Co in Q1 2024 and held it in 8 quarters.
  • Lantz Financial's KKR & Co position peaked at $286K in Q4 2024.
  • 1,288 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Lantz Financial's 13F filing for Q1 2026, filed 9 Apr 2026.