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LVW Advisors’s KKR & Co KKR Stock Holding History

LVW Advisors’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 		$212K Buy
2,315
+117
+5% +$11.3K 0.02% 436
2026
Q1 		$203K Buy
+2,198
New +$232K 0.02% 419

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
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LVW Advisors's KKR Position: Q2 2026 in Review

LVW Advisors increased its KKR & Co (KKR) stake by 5.3% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,315 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #436.

LVW Advisors first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. 462 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • LVW Advisors held 2,315 shares of KKR & Co worth $212K as of Q2 2026.
  • LVW Advisors bought 117 KKR & Co shares in Q2 2026, an estimated $11.3K.
  • KKR & Co made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #436 holding.
  • LVW Advisors first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
  • 462 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.