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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lavaca Capital's KKR Position: Q1 2026 in Review

Lavaca Capital reduced its KKR & Co (KKR) stake by 4.3% in Q1 2026, selling an estimated $399K and leaving 84,519 shares worth $7.82M. The position accounts for 1.39% of the portfolio, ranked #9.

Lavaca Capital first reported a position in KKR in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.7M in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Lavaca Capital held 84,519 shares of KKR & Co worth $7.82M as of Q1 2026.
  • Lavaca Capital sold 3,781 KKR & Co shares in Q1 2026, an estimated $399K.
  • KKR & Co made up 1.39% of Lavaca Capital's portfolio in Q1 2026, its #9 holding.
  • Lavaca Capital first reported a position in KKR & Co in Q2 2024 and has held it in 8 quarters since.
  • Lavaca Capital's KKR & Co position peaked at $13.7M in Q4 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.