Logan Stone Capital’s KKR Income Opportunities Fund KIO Stock Holding History

Logan Stone Capital’s Portfolio KIO Stock Details KIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.71M	Buy	246,200 +78,005	+46%	+$890K	0.75%	28
2025 Q4	$1.95M	Buy	+168,195	New	+$1.99M	0.48%	44
2023 Q2	–	Sell	-57,902	Closed	-$636K	–	168
2023 Q1	$636K	Buy	57,902 +11,896	+26%	+$134K	0.25%	98
2022 Q4	$507K	Sell	46,006 -55,711	-55%	-$624K	0.19%	137
2022 Q3	$1.16M	Sell	101,717 -22,232	-18%	-$270K	0.77%	28
2022 Q2	$1.44M	Buy	123,949 +83,524	+207%	+$1.09M	1.06%	23
2022 Q1	$583K	Buy	+40,425	New	+$619K	0.42%	55

Other funds holding KIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return

Logan Stone Capital's KIO Position: Q1 2026 in Review

Logan Stone Capital increased its KKR Income Opportunities Fund (KIO) stake by 46% in Q1 2026, buying an estimated $890K and bringing the position to 246,200 shares worth $2.71M. The position accounts for 0.75% of the portfolio, ranked #28.

Logan Stone Capital first reported a position in KIO in Q1 2022 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

Logan Stone Capital held 246,200 shares of KKR Income Opportunities Fund worth $2.71M as of Q1 2026.
Logan Stone Capital bought 78,005 KKR Income Opportunities Fund shares in Q1 2026, an estimated $890K.
KKR Income Opportunities Fund made up 0.75% of Logan Stone Capital's portfolio in Q1 2026, its #28 holding.
Logan Stone Capital first reported a position in KKR Income Opportunities Fund in Q1 2022 and has held it in 7 quarters since.
94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.