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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
Q2 		$9.54M Sell
103,962
-1,248
-1% -$121K 3.02% 9
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lountzis Asset Management's KKR Position: Q2 2026 in Review

Lountzis Asset Management reduced its KKR & Co (KKR) stake by 1.2% in Q2 2026, selling an estimated $121K and leaving 103,962 shares worth $9.54M. The position accounts for 3.02% of the portfolio, ranked #9.

Lountzis Asset Management first reported a position in KKR in Q3 2022 and has held it in 16 quarters since. The position peaked at $15.7M in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Lountzis Asset Management held 103,962 shares of KKR & Co worth $9.54M as of Q2 2026.
  • Lountzis Asset Management sold 1,248 KKR & Co shares in Q2 2026, an estimated $121K.
  • KKR & Co made up 3.02% of Lountzis Asset Management's portfolio in Q2 2026, its #9 holding.
  • Lountzis Asset Management first reported a position in KKR & Co in Q3 2022 and has held it in 16 quarters since.
  • Lountzis Asset Management's KKR & Co position peaked at $15.7M in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.