Lavaca Capital’s KKR & Co KKR Stock Holding History

Lavaca Capital’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 Q2	$7.76M	Hold	84,519	–	–	0.77%	10
2026 Q1	$7.82M	Sell	84,519 -3,781	-4%	-$399K	1.39%	9
2025 Q4	$11.3M	Hold	88,300	–	–	1.82%	8
2025 Q3	$11.5M	Sell	88,300 -4,600	-5%	-$653K	1.98%	6
2025 Q2	$12.4M	Buy	92,900 +100	+0.1%	+$11.7K	4.6%	4
2025 Q1	$10.7M	Hold	92,800	–	–	4.43%	4
2024 Q4	$13.7M	Sell	92,800 -2,700	-3%	-$396K	5.39%	3
2024 Q3	$12.5M	Hold	95,500	–	–	5.31%	3
2024 Q2	$10.1M	Buy	+95,500	New	+$9.72M	5.16%	3

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lavaca Capital's KKR Position: Q2 2026 in Review

Lavaca Capital held its KKR & Co (KKR) position steady in Q2 2026 at 84,519 shares worth $7.76M. The position accounts for 0.77% of the portfolio, ranked #10.

Lavaca Capital first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.7M in Q4 2024. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Lavaca Capital held 84,519 shares of KKR & Co worth $7.76M as of Q2 2026.
Lavaca Capital left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.77% of Lavaca Capital's portfolio in Q2 2026, its #10 holding.
Lavaca Capital first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
Lavaca Capital's KKR & Co position peaked at $13.7M in Q4 2024.
1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.