LM Advisors’s KKR & Co KKR Stock Holding History

LM 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
2025 Q3	–	Sell	-3,500	Closed	-$466K	–	208
2025 Q2	$466K	Buy	+3,500	New	+$410K	0.06%	128

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LM Advisors's KKR Position: Q3 2025 in Review

LM Advisors sold out of KKR & Co (KKR) in Q3 2025, closing a stake of 3,500 shares — an estimated $466K sold.

LM Advisors first reported a position in KKR in Q2 2025 and held it in 1 quarter. The position peaked at $466K in Q2 2025. 1,382 funds tracked by Wall St. Rank hold KKR as of Q3 2025.

LM Advisors reported no remaining KKR & Co position as of Q3 2025 after selling out during the quarter.
LM Advisors sold 3,500 KKR & Co shares in Q3 2025, an estimated $466K.
LM Advisors first reported a position in KKR & Co in Q2 2025 and held it in 1 quarter.
LM Advisors's KKR & Co position peaked at $466K in Q2 2025.
1,382 funds tracked by Wall St. Rank held KKR & Co as of Q3 2025.

Based on LM Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.