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
Q2 		$1.08M Buy
11,800
+8,700
+281% +$844K 0.08% 191
2026
Q1 		$287K Sell
3,100
-400
-11% -$42.2K 0.02% 269
2025
Q4 		$446K Buy
3,500
+2,000
+133% +$249K 0.04% 246
2025
Q3 		$195K Sell
1,500
-3,500
-70% -$497K 0.02% 407
2025
Q2 		$665K Buy
+5,000
New +$585K 0.06% 223

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 $3.38T AUM 44.17% 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

Limestone Investment Advisors's KKR Position: Q2 2026 in Review

Limestone Investment Advisors increased its KKR & Co (KKR) stake by 251% in Q2 2026, buying an estimated $292K and bringing the position to 4,213 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #337.

Limestone Investment Advisors first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Limestone Investment Advisors held 4,213 shares of KKR & Co worth $387K as of Q2 2026.
  • Limestone Investment Advisors bought 3,013 KKR & Co shares in Q2 2026, an estimated $292K.
  • KKR & Co made up 0.03% of Limestone Investment Advisors's portfolio in Q2 2026, its #337 holding.
  • Limestone Investment Advisors first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.