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

Arcadia 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 Q1	$52.5K	Hold	568	–	–	0.01%	173
2025 Q4	$72.4K	Hold	568	–	–	0.01%	169
2025 Q3	$73.8K	Hold	568	–	–	0.01%	168
2025 Q2	$75.6K	Hold	568	–	–	0.01%	170
2025 Q1	$65.7K	Hold	568	–	–	0.01%	185
2024 Q4	$84K	Hold	568	–	–	0.01%	181
2024 Q3	$74.2K	Hold	568	–	–	0.01%	169
2024 Q2	$59.8K	Hold	568	–	–	0.01%	186
2024 Q1	$57.1K	Hold	568	–	–	0.01%	194
2023 Q4	$47.1K	Hold	568	–	–	0.01%	218
2023 Q3	$35K	Hold	568	–	–	0.01%	234
2023 Q2	$31.8K	Hold	568	–	–	0.01%	243
2023 Q1	$29.8K	Hold	568	–	–	0.01%	263
2022 Q4	$26.4K	Hold	568	–	–	0.01%	254
2022 Q3	$24K	Hold	568	–	–	0.01%	221
2022 Q2	$26K	Hold	568	–	–	0.01%	225
2022 Q1	$33K	Hold	568	–	–	0.01%	224
2021 Q4	$42K	Hold	568	–	–	0.01%	217
2021 Q3	$35K	Hold	568	–	–	0.01%	216
2021 Q2	$34K	Hold	568	–	–	0.01%	219
2021 Q1	$28K	Hold	568	–	–	0.01%	229
2020 Q4	$23K	Hold	568	–	–	﹤0.01%	219
2020 Q3	$20K	Hold	568	–	–	﹤0.01%	240
2020 Q2	$18K	Hold	568	–	–	﹤0.01%	236
2020 Q1	$13K	Hold	568	–	–	﹤0.01%	257
2019 Q4	$17K	Hold	568	–	–	﹤0.01%	252
2019 Q3	$15K	Hold	568	–	–	﹤0.01%	264
2019 Q2	$14K	Buy	+568	New	+$13.6K	﹤0.01%	281

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

Arcadia Investment Management's KKR Position: Q1 2026 in Review

Arcadia Investment Management held its KKR & Co (KKR) position steady in Q1 2026 at 568 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #173.

Arcadia Investment Management first reported a position in KKR in Q2 2019 and has held it in 28 quarters since. The position peaked at $84K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Arcadia Investment Management held 568 shares of KKR & Co worth $52.5K as of Q1 2026.
Arcadia Investment Management left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #173 holding.
Arcadia Investment Management first reported a position in KKR & Co in Q2 2019 and has held it in 28 quarters since.
Arcadia Investment Management's KKR & Co position peaked at $84K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.