LWCFA
KKR icon

Loring Wolcott & Coolidge Fiduciary Advisors’s KKR & Co KKR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2026
Q2 		$1.44M Buy
15,693
+240
+2% +$23.3K 0.01% 145
2026
Q1 		$1.41M Hold
15,453
– – 0.01% 143
2025
Q4 		$1.79M Buy
15,453
+453
+3% +$56.3K 0.02% 132
2025
Q3 		$1.81M Hold
15,000
– – 0.02% 129
2025
Q2 		$2M Hold
15,000
– – 0.02% 126
2025
Q1 		$1.6M Hold
15,000
– – 0.02% 134
2024
Q4 		$2.42M Buy
+15,000
New +$2.2M 0.02% 128

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's KKR Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its KKR & Co (KKR) stake by 1.6% in Q2 2026, buying an estimated $23.3K and bringing the position to 15,693 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #145.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q4 2024. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 15,693 shares of KKR & Co worth $1.44M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors bought 240 KKR & Co shares in Q2 2026, an estimated $23.3K.
  • KKR & Co made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #145 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's KKR & Co position peaked at $2.42M in Q4 2024.
  • 690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.