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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
Q2 		$2.02M Hold
22,000
– – 0.2% 31
2026
Q1 		$2.04M Hold
22,000
– – 0.36% 31
2025
Q4 		$2.8M Buy
+22,000
New +$2.74M 0.45% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
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. 1,281 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.
  • 1,281 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.