Lugano Financial Advisors SA (LFA)’s KKR & Co KKR Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$262K	Hold	2,850	–	–	0.16%	68
2026 Q1	$264K	Hold	2,850	–	–	0.13%	69
2025 Q4	$363K	Hold	2,850	–	–	0.19%	54
2025 Q3	$370K	Hold	2,850	–	–	0.2%	52
2025 Q2	$379K	Hold	2,850	–	–	0.22%	51
2025 Q1	$329K	Hold	2,850	–	–	0.22%	51
2024 Q4	$422K	Hold	2,850	–	–	0.28%	47
2024 Q3	$372K	Hold	2,850	–	–	0.25%	47
2024 Q2	$300K	Hold	2,850	–	–	0.23%	49
2024 Q1	$287K	Buy	2,850 +1,400	+97%	+$129K	0.21%	55
2023 Q4	$120K	Sell	1,450 -1,400	-49%	-$94.8K	0.09%	78
2023 Q3	$176K	Sell	2,850 -1,450	-34%	-$88.1K	0.15%	57
2023 Q2	$241K	Buy	+4,300	New	+$225K	0.16%	67

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lugano Financial Advisors SA (LFA)'s KKR Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its KKR & Co (KKR) position steady in Q2 2026 at 2,850 shares worth $262K. The position accounts for 0.16% of the portfolio, ranked #68.

Lugano Financial Advisors SA (LFA) first reported a position in KKR in Q2 2023 and has held it in 13 quarters since. The position peaked at $422K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 2,850 shares of KKR & Co worth $262K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.16% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #68 holding.
Lugano Financial Advisors SA (LFA) first reported a position in KKR & Co in Q2 2023 and has held it in 13 quarters since.
Lugano Financial Advisors SA (LFA)'s KKR & Co position peaked at $422K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.