Lynx Investment Advisory’s KKR & Co KKR Stock Holding History

Lynx Investment Advisory’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 Q1	–	Sell	-1,860	Closed	-$237K	–	191
2025 Q4	$237K	Buy	1,860 +4	+0.2%	+$498	0.13%	150
2025 Q3	$241K	Buy	1,856 +3	+0.2%	+$426	0.14%	138
2025 Q2	$247K	Sell	1,853 -32	-2%	-$3.75K	0.16%	133
2025 Q1	$218K	Hold	1,885	–	–	0.15%	141
2024 Q4	$279K	Buy	1,885 +2	+0.1%	+$293	0.19%	121
2024 Q3	$246K	Buy	1,883 +38	+2%	+$4.5K	0.18%	127
2024 Q2	$194K	Buy	+1,845	New	+$188K	0.14%	133

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lynx Investment Advisory's KKR Position: Q1 2026 in Review

Lynx Investment Advisory sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,860 shares — an estimated $237K sold.

Lynx Investment Advisory first reported a position in KKR in Q2 2024 and held it in 7 quarters. The position peaked at $279K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Lynx Investment Advisory reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Lynx Investment Advisory sold 1,860 KKR & Co shares in Q1 2026, an estimated $237K.
Lynx Investment Advisory first reported a position in KKR & Co in Q2 2024 and held it in 7 quarters.
Lynx Investment Advisory's KKR & Co position peaked at $279K in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.