LAM
KKR icon

Lountzis Asset Management’s KKR & Co KKR Stock Holding History

Lountzis Asset 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
Q1 		$9.73M Hold
105,210
– – 3.57% 10
2025
Q4 		$13.4M Sell
105,210
-582
-0.6% -$72.4K 4.76% 8
2025
Q3 		$13.7M Sell
105,792
-69
-0.1% -$9.79K 4.49% 8
2025
Q2 		$14.1M Hold
105,861
– – 4.96% 7
2025
Q1 		$12.1M Sell
105,861
-423
-0.4% -$58.2K 4.56% 9
2024
Q4 		$15.7M Sell
106,284
-538
-0.5% -$78.9K 6.66% 5
2024
Q3 		$13.9M Sell
106,822
-76
-0.1% -$8.99K 5.8% 5
2024
Q2 		$11.2M Sell
106,898
-11
-0% -$1.12K 5.26% 6
2024
Q1 		$10.8M Buy
106,909
+161
+0.2% +$14.8K 5.09% 7
2023
Q4 		$8.84M Sell
106,748
-927
-0.9% -$62.8K 4.83% 7
2023
Q3 		$6.63M Hold
107,675
– – 3.7% 9
2023
Q2 		$6.65M Sell
107,675
-2,846
-3% -$149K 3.67% 11
2023
Q1 		$5.8M Buy
110,521
+1,417
+1% +$76K 3.44% 12
2022
Q4 		$6.11M Sell
109,104
-3,361
-3% -$164K 3.67% 10
2022
Q3 		$4.83M Buy
+112,465
New +$5.68M 3.28% 10

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lountzis Asset Management's KKR Position: Q1 2026 in Review

Lountzis Asset Management held its KKR & Co (KKR) position steady in Q1 2026 at 105,210 shares worth $9.73M. The position accounts for 3.57% of the portfolio, ranked #10.

Lountzis Asset Management first reported a position in KKR in Q3 2022 and has held it in 15 quarters since. The position peaked at $15.7M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Lountzis Asset Management held 105,210 shares of KKR & Co worth $9.73M as of Q1 2026.
  • Lountzis Asset Management left its KKR & Co share count unchanged in Q1 2026.
  • KKR & Co made up 3.57% of Lountzis Asset Management's portfolio in Q1 2026, its #10 holding.
  • Lountzis Asset Management first reported a position in KKR & Co in Q3 2022 and has held it in 15 quarters since.
  • Lountzis Asset Management's KKR & Co position peaked at $15.7M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Lountzis Asset Management's 13F filing for Q1 2026, filed 7 May 2026.