Lodestone Wealth Management’s KKR & Co KKR Stock Holding History

Lodestone Wealth Management’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	$81.1K	Hold	884	–	–	0.03%	258
2026 Q1	$81.7K	Buy	884 +233	+36%	+$24.6K	0.03%	245
2025 Q4	$83K	Buy	+651	New	+$81K	0.03%	238
2025 Q3	–	Sell	-1,554	Closed	-$207K	–	176
2025 Q2	$207K	Buy	+1,554	New	+$182K	0.1%	163
2025 Q1	–	Sell	-1,554	Closed	-$230K	–	157
2024 Q4	$230K	Hold	1,554	–	–	0.12%	137
2024 Q3	$203K	Buy	+1,554	New	+$184K	0.1%	147

Other funds holding KKR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Lodestone Wealth Management's KKR Position: Q2 2026 in Review

Lodestone Wealth Management held its KKR & Co (KKR) position steady in Q2 2026 at 884 shares worth $81.1K. The position accounts for 0.03% of the portfolio, ranked #258.

Lodestone Wealth Management first reported a position in KKR in Q3 2024 and has held it in 6 quarters since. The position peaked at $230K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Lodestone Wealth Management held 884 shares of KKR & Co worth $81.1K as of Q2 2026.
Lodestone Wealth Management left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #258 holding.
Lodestone Wealth Management first reported a position in KKR & Co in Q3 2024 and has held it in 6 quarters since.
Lodestone Wealth Management's KKR & Co position peaked at $230K in Q4 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.