LPL Financial’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.4M | Buy |
679,426
+24,902
| +4% | +$2.41M | 0.01% | 898 |
|
|
2026
Q1 | $60.5M | Sell |
654,524
-23,737
| -3% | -$2.5M | 0.02% | 822 |
|
|
2025
Q4 | $86.5M | Sell |
678,261
-88,007
| -11% | -$10.9M | 0.02% | 615 |
|
|
2025
Q3 | $99.6M | Buy |
766,268
+52,426
| +7% | +$7.44M | 0.03% | 521 |
|
|
2025
Q2 | $95M | Buy |
713,842
+57,192
| +9% | +$6.69M | 0.03% | 495 |
|
|
2025
Q1 | $75.9M | Sell |
656,650
-45,550
| -6% | -$6.27M | 0.03% | 518 |
|
|
2024
Q4 | $104M | Buy |
702,200
+187,317
| +36% | +$27.5M | 0.04% | 387 |
|
|
2024
Q3 | $67.2M | Buy |
514,883
+119,145
| +30% | +$14.1M | 0.03% | 504 |
|
|
2024
Q2 | $41.6M | Buy |
395,738
+41,778
| +12% | +$4.25M | 0.02% | 632 |
|
|
2024
Q1 | $35.6M | Buy |
353,960
+97,582
| +38% | +$8.97M | 0.02% | 676 |
|
|
2023
Q4 | $21.2M | Buy |
256,378
+17,719
| +7% | +$1.2M | 0.01% | 854 |
|
|
2023
Q3 | $14.7M | Buy |
238,659
+555
| +0.2% | +$33.7K | 0.01% | 950 |
|
|
2023
Q2 | $13.3M | Sell |
238,104
-13
| -0% | -$681 | 0.01% | 978 |
|
|
2023
Q1 | $12.5M | Sell |
238,117
-35,242
| -13% | -$1.89M | 0.01% | 974 |
|
|
2022
Q4 | $12.7M | Sell |
273,359
-10,944
| -4% | -$533K | 0.01% | 897 |
|
|
2022
Q3 | $12.2M | Sell |
284,303
-11,266
| -4% | -$569K | 0.01% | 859 |
|
|
2022
Q2 | $13.7M | Sell |
295,569
-22,356
| -7% | -$1.17M | 0.01% | 811 |
|
|
2022
Q1 | $18.6M | Buy |
317,925
+4,124
| +1% | +$260K | 0.02% | 696 |
|
|
2021
Q4 | $23.4M | Buy |
313,801
+34,705
| +12% | +$2.56M | 0.02% | 619 |
|
|
2021
Q3 | $17M | Buy |
279,096
+26,601
| +11% | +$1.67M | 0.02% | 693 |
|
|
2021
Q2 | $15M | Sell |
252,495
-14,944
| -6% | -$829K | 0.02% | 710 |
|
|
2021
Q1 | $13.1M | Buy |
267,439
+892
| +0.3% | +$39.9K | 0.02% | 706 |
|
|
2020
Q4 | $10.8M | Buy |
266,547
+21,297
| +9% | +$805K | 0.01% | 717 |
|
|
2020
Q3 | $8.42M | Sell |
245,250
-2,814
| -1% | -$98.4K | 0.01% | 715 |
|
|
2020
Q2 | $7.66M | Buy |
248,064
+2,486
| +1% | +$66.8K | 0.01% | 689 |
|
|
2020
Q1 | $5.76M | Sell |
245,578
-1,046
| -0.4% | -$30K | 0.01% | 695 |
|
|
2019
Q4 | $7.19M | Buy |
246,624
+5,387
| +2% | +$153K | 0.01% | 692 |
|
|
2019
Q3 | $6.48M | Buy |
241,237
+6,173
| +3% | +$163K | 0.01% | 694 |
|
|
2019
Q2 | $5.94M | Sell |
235,064
-45,543
| -16% | -$1.09M | 0.01% | 714 |
|
|
2019
Q1 | $6.59M | Buy |
280,607
+3,438
| +1% | +$78.3K | 0.02% | 650 |
|
|
2018
Q4 | $5.44M | Sell |
277,169
-17,669
| -6% | -$404K | 0.01% | 653 |
|
|
2018
Q3 | $8.04M | Buy |
294,838
+4,428
| +2% | +$118K | 0.02% | 570 |
|
|
2018
Q2 | $7.22M | Sell |
290,410
-27,441
| -9% | -$610K | 0.02% | 572 |
|
|
2018
Q1 | $6.45M | Sell |
317,851
-107,745
| -25% | -$2.39M | 0.02% | 592 |
|
|
2017
Q4 | $8.96M | Sell |
425,596
-1,117
| -0.3% | -$22.4K | 0.03% | 441 |
|
|
2017
Q3 | $8.68M | Sell |
426,713
-8,868
| -2% | -$168K | 0.03% | 421 |
|
|
2017
Q2 | $8.1M | Buy |
+435,581
| New | +$7.97M | 0.03% | 418 |
|
|
2016
Q2 | – | Sell |
-937,920
| Closed | -$12.5M | – | 2815 |
|
|
2016
Q1 | $12.5M | Sell |
937,920
-14,910
| -2% | -$203K | 0.03% | 376 |
|
|
2015
Q4 | $14.7M | Buy |
952,830
+273,235
| +40% | +$4.67M | 0.04% | 342 |
|
|
2015
Q3 | $12.4M | Sell |
679,595
-43,269
| -6% | -$919K | 0.07% | 246 |
|
|
2015
Q2 | $16.7M | Sell |
722,864
-21,917
| -3% | -$504K | 0.08% | 214 |
|
|
2015
Q1 | $17.2M | Buy |
744,781
+71,044
| +11% | +$1.68M | 0.09% | 202 |
|
|
2014
Q4 | $15.6M | Buy |
673,737
+219,231
| +48% | +$4.8M | 0.09% | 217 |
|
|
2014
Q3 | $9.85M | Buy |
454,506
+102,048
| +29% | +$2.39M | 0.06% | 282 |
|
|
2014
Q2 | $8.57M | Buy |
352,458
+156,903
| +80% | +$3.65M | 0.05% | 309 |
|
|
2014
Q1 | $4.47M | Buy |
195,555
+33,455
| +21% | +$810K | 0.03% | 485 |
|
|
2013
Q4 | $3.95M | Buy |
162,100
+27,228
| +20% | +$627K | 0.02% | 520 |
|
|
2013
Q3 | $2.81M | Buy |
134,872
+39,632
| +42% | +$795K | 0.02% | 630 |
|
|
2013
Q2 | $1.87M | Buy |
+95,240
| New | +$1.89M | 0.01% | 757 |
|
Other funds holding KKR
LPL Financial's KKR Position: Q2 2026 in Review
LPL Financial increased its KKR & Co (KKR) stake by 3.8% in Q2 2026, buying an estimated $2.41M and bringing the position to 679,426 shares worth $62.4M. The position accounts for 0.01% of the portfolio, ranked #898.
LPL Financial first reported a position in KKR in Q2 2013 and has held it in 49 quarters since. The position peaked at $104M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.
- LPL Financial held 679,426 shares of KKR & Co worth $62.4M as of Q2 2026.
- LPL Financial bought 24,902 KKR & Co shares in Q2 2026, an estimated $2.41M.
- KKR & Co made up 0.01% of LPL Financial's portfolio in Q2 2026, its #898 holding.
- LPL Financial first reported a position in KKR & Co in Q2 2013 and has held it in 49 quarters since.
- LPL Financial's KKR & Co position peaked at $104M in Q4 2024.
- 1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.