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Mount Lucas Management’s KKR & Co KKR Stock Holding History

Mount Lucas Management’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
2025
Q2 		– Sell
-4,023
Closed -$465K – 177
2025
Q1 		$465K Buy
4,023
+124
+3% +$17.1K 0.15% 121
2024
Q4 		$577K Sell
3,899
-821
-17% -$120K 0.2% 100
2024
Q3 		$616K Buy
4,720
+116
+3% +$13.7K 0.21% 116
2024
Q2 		$485K Buy
+4,604
New +$469K 0.14% 120
2016
Q1 		– Sell
-253,800
Closed -$3.96M – 134
2015
Q4 		$3.96M Buy
+253,800
New +$4.34M 0.59% 42

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mount Lucas Management's KKR Position: Q2 2025 in Review

Mount Lucas Management sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 4,023 shares — an estimated $465K sold.

Mount Lucas Management first reported a position in KKR in Q4 2015 and held it in 5 quarters. The position peaked at $3.96M in Q4 2015. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Mount Lucas Management reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Mount Lucas Management sold 4,023 KKR & Co shares in Q2 2025, an estimated $465K.
  • Mount Lucas Management first reported a position in KKR & Co in Q4 2015 and held it in 5 quarters.
  • Mount Lucas Management's KKR & Co position peaked at $3.96M in Q4 2015.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Mount Lucas Management's 13F filing for Q2 2025, filed 11 Aug 2025.