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LRI Investments’s KKR & Co KKR Stock Holding History

LRI Investments’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 		$13.1K Buy
143
+12
+9% +$1.16K ﹤0.01% 880
2026
Q1 		$12.1K Buy
+131
New +$13.8K ﹤0.01% 830
2025
Q3 		– Sell
-282
Closed -$37.5K – 1341
2025
Q2 		$37.5K Sell
282
-612
-68% -$71.6K ﹤0.01% 603
2025
Q1 		$103K Sell
894
-216
-19% -$29.7K 0.01% 414
2024
Q4 		$164K Buy
1,110
+100
+10% +$14.7K 0.02% 313
2024
Q3 		$152K Buy
1,010
+91
+10% +$10.8K 0.01% 332
2024
Q2 		$96.7K Buy
+919
New +$93.6K 0.01% 388

Other funds holding KKR

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

LRI Investments's KKR Position: Q2 2026 in Review

LRI Investments increased its KKR & Co (KKR) stake by 9.2% in Q2 2026, buying an estimated $1.16K and bringing the position to 143 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

LRI Investments first reported a position in KKR in Q2 2024 and has held it in 7 quarters since. The position peaked at $164K in Q4 2024. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • LRI Investments held 143 shares of KKR & Co worth $13.1K as of Q2 2026.
  • LRI Investments bought 12 KKR & Co shares in Q2 2026, an estimated $1.16K.
  • KKR & Co made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #880 holding.
  • LRI Investments first reported a position in KKR & Co in Q2 2024 and has held it in 7 quarters since.
  • LRI Investments's KKR & Co position peaked at $164K in Q4 2024.
  • 493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.