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 Q3	$300K	Buy	3,281 +966	+42%	+$98.6K	0.03%	368
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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

LVW Advisors's KKR Position: Q3 2026 in Review

LVW Advisors increased its KKR & Co (KKR) stake by 42% in Q3 2026, buying an estimated $98.6K and bringing the position to 3,281 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #368.

LVW Advisors first reported a position in KKR in Q1 2026 and has held it in 3 quarters since. 1,091 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

LVW Advisors held 3,281 shares of KKR & Co worth $300K as of Q3 2026.
LVW Advisors bought 966 KKR & Co shares in Q3 2026, an estimated $98.6K.
KKR & Co made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #368 holding.
LVW Advisors first reported a position in KKR & Co in Q1 2026 and has held it in 3 quarters since.
1,091 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.