LIA
KKR icon

Limestone Investment Advisors’s KKR & Co KKR Stock Holding History

Limestone Investment 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 		$176K Sell
1,900
-1,400
-42% -$148K 0.01% 309
2025
Q4 		$421K Buy
3,300
+400
+14% +$49.8K 0.04% 253
2025
Q3 		$377K Sell
2,900
-1,800
-38% -$256K 0.03% 307
2025
Q2 		$625K Buy
+4,700
New +$550K 0.05% 231

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

Limestone Investment Advisors's KKR Position: Q1 2026 in Review

Limestone Investment Advisors increased its KKR & Co (KKR) stake by 1,900% in Q1 2026, buying an estimated $120K and bringing the position to 1,200 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #346.

Limestone Investment Advisors first reported a position in KKR in Q4 2025 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Limestone Investment Advisors held 1,200 shares of KKR & Co worth $111K as of Q1 2026.
  • Limestone Investment Advisors bought 1,140 KKR & Co shares in Q1 2026, an estimated $120K.
  • KKR & Co made up 0.01% of Limestone Investment Advisors's portfolio in Q1 2026, its #346 holding.
  • Limestone Investment Advisors first reported a position in KKR & Co in Q4 2025 and has held it in 2 quarters since.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.