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
Q2 		$91.8K Hold
1,000
– – ﹤0.01% 2049
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 $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. 1,281 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.
  • 1,281 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.