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 Q2	–	Sell	-246,200	Closed	-$2.71M	–	177
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 $1.89T AUM 35.08% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Logan Stone Capital's KIO Position: Q2 2026 in Review

Logan Stone Capital sold out of KKR Income Opportunities Fund (KIO) in Q2 2026, closing a stake of 246,200 shares — an estimated $2.71M sold.

Logan Stone Capital first reported a position in KIO in Q1 2022 and held it in 7 quarters. The position peaked at $2.71M in Q1 2026. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Logan Stone Capital reported no remaining KKR Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Logan Stone Capital sold 246,200 KKR Income Opportunities Fund shares in Q2 2026, an estimated $2.71M.
Logan Stone Capital first reported a position in KKR Income Opportunities Fund in Q1 2022 and held it in 7 quarters.
Logan Stone Capital's KKR Income Opportunities Fund position peaked at $2.71M in Q1 2026.
90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.