Adage Capital Partners’s KKR & Co KKR Stock Holding History

Adage Capital Partners’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	$56.9M	Sell	615,000 -5,400	-0.9%	-$569K	0.09%	235
2025 Q4	$79.1M	Sell	620,400 -56,500	-8%	-$7.03M	0.12%	167
2025 Q3	$88M	Sell	676,900 -84,100	-11%	-$11.9M	0.14%	147
2025 Q2	$101M	Buy	761,000 +144,400	+23%	+$16.9M	0.17%	116
2025 Q1	$71.3M	Sell	616,600 -13,100	-2%	-$1.8M	0.13%	151
2024 Q4	$93.1M	Sell	629,700 -31,000	-5%	-$4.55M	0.16%	117
2024 Q3	$86.3M	Sell	660,700 -132,700	-17%	-$15.7M	0.15%	135
2024 Q2	$83.5M	Buy	793,400 +743,400	+1,487%	+$75.7M	0.15%	137
2024 Q1	$5.03M	Buy	+50,000	New	+$4.6M	0.01%	699

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Adage Capital Partners's KKR Position: Q1 2026 in Review

Adage Capital Partners reduced its KKR & Co (KKR) stake by 0.87% in Q1 2026, selling an estimated $569K and leaving 615,000 shares worth $56.9M. The position accounts for 0.09% of the portfolio, ranked #235.

Adage Capital Partners first reported a position in KKR in Q1 2024 and has held it in 9 quarters since. The position peaked at $101M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Adage Capital Partners held 615,000 shares of KKR & Co worth $56.9M as of Q1 2026.
Adage Capital Partners sold 5,400 KKR & Co shares in Q1 2026, an estimated $569K.
KKR & Co made up 0.09% of Adage Capital Partners's portfolio in Q1 2026, its #235 holding.
Adage Capital Partners first reported a position in KKR & Co in Q1 2024 and has held it in 9 quarters since.
Adage Capital Partners's KKR & Co position peaked at $101M in Q2 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.