LSC
KIO

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
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.