Lido Advisors
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Lido Advisors’s KKR & Co KKR Stock Holding History

Lido Advisors’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 		$6.37M Sell
69,400
-5,190
-7% -$503K 0.02% 446
2026
Q1 		$6.9M Sell
74,590
-34,397
-32% -$3.63M 0.02% 394
2025
Q4 		$14.1M Buy
108,987
+4,415
+4% +$549K 0.04% 266
2025
Q3 		$13.6M Buy
104,572
+35,410
+51% +$5.03M 0.04% 255
2025
Q2 		$9.2M Sell
69,162
-9,146
-12% -$1.07M 0.04% 263
2025
Q1 		$9.05M Buy
78,308
+50,659
+183% +$6.97M 0.04% 242
2024
Q4 		$4.09M Sell
27,649
-54,387
-66% -$7.98M 0.02% 368
2024
Q3 		$10.7M Buy
82,036
+73,951
+915% +$8.75M 0.05% 195
2024
Q2 		$851K Buy
8,085
+3,013
+59% +$307K ﹤0.01% 722
2024
Q1 		$510K Sell
5,072
-503
-9% -$46.3K ﹤0.01% 897
2023
Q4 		$462K Buy
5,575
+192
+4% +$13K ﹤0.01% 885
2023
Q3 		$332K Buy
5,383
+1,143
+27% +$69.4K ﹤0.01% 883
2023
Q2 		$237K Buy
4,240
+425
+11% +$22.3K ﹤0.01% 1043
2023
Q1 		$200K Buy
+3,815
New +$205K ﹤0.01% 1010
2022
Q4 		– Sell
-4,669
Closed -$200K – 1061
2022
Q3 		$200K Buy
4,669
+276
+6% +$13.9K ﹤0.01% 888
2022
Q2 		$203K Buy
4,393
+279
+7% +$14.6K ﹤0.01% 874
2022
Q1 		$240K Buy
+4,114
New +$259K ﹤0.01% 895
2020
Q1 		– Sell
-35,604
Closed -$1.04M – 631
2019
Q4 		$1.04M Sell
35,604
-2,234
-6% -$63.6K 0.04% 257
2019
Q3 		$1.02M Buy
37,838
+3,155
+9% +$83.2K 0.05% 211
2019
Q2 		$876K Buy
34,683
+4,925
+17% +$118K 0.05% 212
2019
Q1 		$699K Buy
29,758
+2,438
+9% +$55.5K 0.05% 236
2018
Q4 		$536K Buy
27,320
+2,131
+8% +$48.7K 0.05% 214
2018
Q3 		$686K Buy
+25,189
New +$673K 0.07% 180

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

Lido Advisors's KKR Position: Q2 2026 in Review

Lido Advisors reduced its KKR & Co (KKR) stake by 7% in Q2 2026, selling an estimated $503K and leaving 69,400 shares worth $6.37M. The position accounts for 0.02% of the portfolio, ranked #446.

Lido Advisors first reported a position in KKR in Q3 2018 and has held it in 23 quarters since. The position peaked at $14.1M in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Lido Advisors held 69,400 shares of KKR & Co worth $6.37M as of Q2 2026.
  • Lido Advisors sold 5,190 KKR & Co shares in Q2 2026, an estimated $503K.
  • KKR & Co made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #446 holding.
  • Lido Advisors first reported a position in KKR & Co in Q3 2018 and has held it in 23 quarters since.
  • Lido Advisors's KKR & Co position peaked at $14.1M in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.