LAFFER TENGLER INVESTMENTS, INC. KKR/PRD KKR & CO INC

Ownership history in LAFFER TENGLER INVESTMENTS, INC.  ·  6 quarters on record

AI Ownership Summary

LAFFER TENGLER INVESTMENTS, INC. reported KKR & CO INC (KKR/PRD) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.52% in 2025 Q2. The latest visible filing shows KKR/PRD at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KKR/PRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LAFFER TENGLER INVESTMENTS, INC.'s position in KKR & CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KKR/PRD was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LAFFER TENGLER INVESTMENTS, INC. held KKR/PRD — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 59,795 -935 -1.5% 0.30% $2.4M 2026-07-21
2026 Q1 ADDED 60,730 +3,430 +6.0% 0.36% $2.4M 2026-05-13
2025 Q4 ADDED 57,300 +2,355 +4.3% 0.45% $3.0M 2026-02-12
2025 Q3 ADDED 54,945 +125 +0.2% 0.45% $2.9M 2025-11-12
2025 Q2 ADDED 54,820 +30,400 +124.5% 0.52% $2.9M 2025-08-07
2025 Q1 INITIATED 24,420 0.26% $1.2M 2025-05-14

FAQ About LAFFER TENGLER INVESTMENTS, INC. and KKR/PRD

These are the practical questions this page is built to answer before you even open the full history table.

How long has LAFFER TENGLER INVESTMENTS, INC. reported owning KKR/PRD?

LAFFER TENGLER INVESTMENTS, INC. reported KKR/PRD across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported KKR/PRD position in LAFFER TENGLER INVESTMENTS, INC.'s portfolio?

The largest reported portfolio weight for KKR/PRD was 0.52% in 2025 Q2.

What is the latest reported KKR/PRD position on this page?

The most recent filing on this page is 2026 Q2, when LAFFER TENGLER INVESTMENTS, INC. reported 59,795 shares, equal to 0.30% of portfolio, with an estimated market value of $2.4M.

What does the chart on this KKR/PRD ownership page compare?

The chart compares LAFFER TENGLER INVESTMENTS, INC.'s quarterly KKR/PRD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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