Aft Forsyth & Sober’s KKR & Co KKR Stock Holding History

Aft Forsyth & Sober’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	$435K	Hold	4,700	–	–	0.13%	60
2025 Q4	$599K	Hold	4,700	–	–	0.18%	55
2025 Q3	$611K	Hold	4,700	–	–	0.19%	53
2025 Q2	$625K	Hold	4,700	–	–	0.21%	58
2025 Q1	$543K	Hold	4,700	–	–	0.19%	68
2024 Q4	$695K	Hold	4,700	–	–	0.23%	72
2024 Q3	$614K	Hold	4,700	–	–	0.2%	76
2024 Q2	$495K	Hold	4,700	–	–	0.17%	77
2024 Q1	$473K	Hold	4,700	–	–	0.17%	79
2023 Q4	$389K	Hold	4,700	–	–	0.15%	79
2023 Q3	$290K	Hold	4,700	–	–	0.12%	81
2023 Q2	$263K	Hold	4,700	–	–	0.11%	81
2023 Q1	$247K	Hold	4,700	–	–	0.12%	79
2022 Q4	$218K	Hold	4,700	–	–	0.1%	82
2022 Q3	$202K	Hold	4,700	–	–	0.1%	85
2022 Q2	$218K	Hold	4,700	–	–	0.1%	84
2022 Q1	$275K	Hold	4,700	–	–	0.11%	84
2021 Q4	$350K	Buy	+4,700	New	+$347K	0.12%	84

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

Aft Forsyth & Sober's KKR Position: Q1 2026 in Review

Aft Forsyth & Sober held its KKR & Co (KKR) position steady in Q1 2026 at 4,700 shares worth $435K. The position accounts for 0.13% of the portfolio, ranked #60.

Aft Forsyth & Sober first reported a position in KKR in Q4 2021 and has held it in 18 quarters since. The position peaked at $695K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Aft Forsyth & Sober held 4,700 shares of KKR & Co worth $435K as of Q1 2026.
Aft Forsyth & Sober left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 0.13% of Aft Forsyth & Sober's portfolio in Q1 2026, its #60 holding.
Aft Forsyth & Sober first reported a position in KKR & Co in Q4 2021 and has held it in 18 quarters since.
Aft Forsyth & Sober's KKR & Co position peaked at $695K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.