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Allen Investment Management’s KKR & Co KKR Stock Holding History

Allen Investment 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
2026
Q2 		$29M Sell
315,684
-9,673
-3% -$938K 0.34% 53
2026
Q1 		$30.1M Buy
325,357
+76,993
+31% +$8.12M 0.37% 49
2025
Q4 		$31.7M Buy
248,364
+989
+0.4% +$123K 0.35% 52
2025
Q3 		$32.1M Buy
247,375
+154,009
+165% +$21.9M 0.36% 52
2025
Q2 		$12.4M Buy
93,366
+18,806
+25% +$2.2M 0.14% 68
2025
Q1 		$8.62M Sell
74,560
-116,364
-61% -$16M 0.1% 79
2024
Q4 		$28.2M Buy
190,924
+162,823
+579% +$23.9M 0.33% 45
2024
Q3 		$3.67M Buy
+28,101
New +$3.32M 0.04% 96
2019
Q4 		– Sell
-32,164
Closed -$864K – 180
2019
Q3 		$864K Sell
32,164
-18,307
-36% -$483K 0.02% 116
2019
Q2 		$1.27M Hold
50,471
– – 0.04% 104
2019
Q1 		$1.19M Buy
50,471
+755
+2% +$17.2K 0.04% 100
2018
Q4 		$976K Hold
49,716
– – 0.04% 94
2018
Q3 		$1.36M Hold
49,716
– – 0.05% 103
2018
Q2 		$1.24M Sell
49,716
-11,011
-18% -$245K 0.05% 96
2018
Q1 		$1.23M Buy
60,727
+18,307
+43% +$407K 0.05% 87
2017
Q4 		$893K Buy
+42,420
New +$852K 0.04% 99

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Allen Investment Management's KKR Position: Q2 2026 in Review

Allen Investment Management reduced its KKR & Co (KKR) stake by 3% in Q2 2026, selling an estimated $938K and leaving 315,684 shares worth $29M. The position accounts for 0.34% of the portfolio, ranked #53.

Allen Investment Management first reported a position in KKR in Q4 2017 and has held it in 16 quarters since. The position peaked at $32.1M in Q3 2025. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Allen Investment Management held 315,684 shares of KKR & Co worth $29M as of Q2 2026.
  • Allen Investment Management sold 9,673 KKR & Co shares in Q2 2026, an estimated $938K.
  • KKR & Co made up 0.34% of Allen Investment Management's portfolio in Q2 2026, its #53 holding.
  • Allen Investment Management first reported a position in KKR & Co in Q4 2017 and has held it in 16 quarters since.
  • Allen Investment Management's KKR & Co position peaked at $32.1M in Q3 2025.
  • 690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.