Lido Advisors
KKR icon

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
Q1 		$92.5K Hold
1,000
– – ﹤0.01% 1872
2025
Q4 		$127K Hold
1,000
– – ﹤0.01% 1825
2025
Q3 		$130K Hold
1,000
– – ﹤0.01% 1735
2025
Q2 		$133K Buy
+1,000
New +$117K ﹤0.01% 1570
2024
Q4 		– Sell
-1,000
Closed -$131K – 1549
2024
Q3 		$131K Hold
1,000
– – ﹤0.01% 1382
2024
Q2 		$105K Buy
+1,000
New +$102K ﹤0.01% 1339

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

Lido Advisors's KKR Position: Q1 2026 in Review

Lido Advisors reduced its KKR & Co (KKR) stake by 32% in Q1 2026, selling an estimated $3.63M and leaving 74,590 shares worth $6.9M. The position accounts for 0.02% of the portfolio, ranked #394.

Lido Advisors first reported a position in KKR in Q3 2018 and has held it in 22 quarters since. The position peaked at $14.1M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Lido Advisors held 74,590 shares of KKR & Co worth $6.9M as of Q1 2026.
  • Lido Advisors sold 34,397 KKR & Co shares in Q1 2026, an estimated $3.63M.
  • KKR & Co made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #394 holding.
  • Lido Advisors first reported a position in KKR & Co in Q3 2018 and has held it in 22 quarters since.
  • Lido Advisors's KKR & Co position peaked at $14.1M in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.