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Livermore
Livermore
ZHEN

Shaker Financial Services, LLC

SEC CIK
0001511794
Latest filing
Jul 15, 2026

KIO holding history

KKR Income Opportunities Fund in every 13F filed by Shaker Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KIO overviewAll 13F holders of KIOFull Q2 2026 holdings

Shares (Q2 2026)
175,575
Value
$1.98M
% of portfolio
0.6%
Quarters held
17
Since Q1 2021
Holdings of KIO by Shaker Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026175,575$1.98M0.6%−140,063−44.4%ReducedHolders
Q1 2026315,638$3.47M1.2%+7,509+2.4%AddedHolders
Q4 2025308,129$3.57M1.1%+249,785+428.1%AddedHolders
Q3 202558,344$735.1K0.3%+10,285+21.4%AddedHolders
Q2 202548,059$603.6K0.2%+9,717+25.3%AddedHolders
Q1 202538,342$471.2K0.2%+38,342NewHolders
Q2 20240$00.0%−20,779−100.0%Sold outHolders
Q1 202420,779$281.3K0.1%+20,779NewHolders
Q4 20230$00.0%−30,582−100.0%Sold outHolders
Q3 202330,582$365.8K0.2%+30,582NewHolders
Q2 20230$00.0%−14,718−100.0%Sold outHolders
Q1 202314,718$161.6K0.1%−116,491−88.8%ReducedHolders
Q4 2022131,209$1.44M0.7%−63,496−32.6%ReducedHolders
Q3 2022194,705$2.23M1.1%+1,511+0.8%AddedHolders
Q2 2022193,194$2.25M1.1%+120,376+165.3%AddedHolders
Q1 202272,818$1.05M0.4%−38,415−34.5%ReducedHolders
Q4 2021111,233$1.88M0.7%−6,390−5.4%ReducedHolders
Q3 2021117,623$1.93M0.8%+94,129+400.7%AddedHolders
Q2 202123,494$392.0K0.1%+5,173+28.2%AddedHolders
Q1 202118,321$290.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.