Ariel Investments’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.6M | Buy |
439,405
+174,489
| +66% | +$18.4M | 0.45% | 53 |
|
|
2025
Q4 | $33.8M | Buy |
264,916
+9,447
| +4% | +$1.18M | 0.36% | 62 |
|
|
2025
Q3 | $33.2M | Sell |
255,469
-46,640
| -15% | -$6.62M | 0.36% | 60 |
|
|
2025
Q2 | $40.2M | Buy |
302,109
+27,084
| +10% | +$3.17M | 0.46% | 53 |
|
|
2025
Q1 | $31.8M | Buy |
275,025
+39,933
| +17% | +$5.49M | 0.37% | 67 |
|
|
2024
Q4 | $34.8M | Sell |
235,092
-42,696
| -15% | -$6.26M | 0.37% | 68 |
|
|
2024
Q3 | $36.3M | Sell |
277,788
-43,560
| -14% | -$5.15M | 0.37% | 69 |
|
|
2024
Q2 | $33.8M | Sell |
321,348
-152,898
| -32% | -$15.6M | 0.37% | 70 |
|
|
2024
Q1 | $47.7M | Sell |
474,246
-151,240
| -24% | -$13.9M | 0.47% | 63 |
|
|
2023
Q4 | $51.8M | Sell |
625,486
-185,500
| -23% | -$12.6M | 0.52% | 60 |
|
|
2023
Q3 | $50M | Sell |
810,986
-75,245
| -8% | -$4.57M | 0.53% | 62 |
|
|
2023
Q2 | $49.6M | Sell |
886,231
-92,802
| -9% | -$4.86M | 0.47% | 64 |
|
|
2023
Q1 | $51.4M | Sell |
979,033
-2,796
| -0.3% | -$150K | 0.49% | 62 |
|
|
2022
Q4 | $45.6M | Sell |
981,829
-2,431,601
| -71% | -$119M | 0.46% | 63 |
|
|
2022
Q3 | $147M | Buy |
3,413,430
+70,773
| +2% | +$3.58M | 1.61% | 24 |
|
|
2022
Q2 | $155M | Buy |
3,342,657
+136,276
| +4% | +$7.15M | 1.54% | 27 |
|
|
2022
Q1 | $187M | Buy |
3,206,381
+292,086
| +10% | +$18.4M | 1.66% | 24 |
|
|
2021
Q4 | $217M | Sell |
2,914,295
-560,030
| -16% | -$41.3M | 1.83% | 18 |
|
|
2021
Q3 | $212M | Sell |
3,474,325
-20,503
| -0.6% | -$1.29M | 1.93% | 17 |
|
|
2021
Q2 | $207M | Buy |
3,494,828
+1,993
| +0.1% | +$111K | 1.95% | 17 |
|
|
2021
Q1 | $171M | Buy |
3,492,835
+81,287
| +2% | +$3.64M | 1.68% | 20 |
|
|
2020
Q4 | $138M | Sell |
3,411,548
-152,767
| -4% | -$5.77M | 1.56% | 23 |
|
|
2020
Q3 | $122M | Sell |
3,564,315
-1,088,713
| -23% | -$38.1M | 1.78% | 17 |
|
|
2020
Q2 | $144M | Sell |
4,653,028
-395,897
| -8% | -$10.6M | 2.19% | 10 |
|
|
2020
Q1 | $118M | Sell |
5,048,925
-851,589
| -14% | -$24.5M | 2.08% | 13 |
|
|
2019
Q4 | $172M | Buy |
5,900,514
+53,942
| +0.9% | +$1.54M | 2.16% | 11 |
|
|
2019
Q3 | $157M | Sell |
5,846,572
-5,488
| -0.1% | -$145K | 2.09% | 13 |
|
|
2019
Q2 | $148M | Buy |
5,852,060
+176,205
| +3% | +$4.22M | 1.86% | 16 |
|
|
2019
Q1 | $133M | Buy |
5,675,855
+26,022
| +0.5% | +$593K | 1.66% | 18 |
|
|
2018
Q4 | $111M | Sell |
5,649,833
-249,286
| -4% | -$5.7M | 1.55% | 23 |
|
|
2018
Q3 | $161M | Sell |
5,899,119
-861,965
| -13% | -$23M | 1.78% | 18 |
|
|
2018
Q2 | $168M | Sell |
6,761,084
-1,082,639
| -14% | -$24.1M | 1.89% | 14 |
|
|
2018
Q1 | $159M | Sell |
7,843,723
-221,222
| -3% | -$4.92M | 1.82% | 15 |
|
|
2017
Q4 | $170M | Sell |
8,064,945
-412,119
| -5% | -$8.28M | 1.92% | 11 |
|
|
2017
Q3 | $172M | Sell |
8,477,064
-126,811
| -1% | -$2.41M | 2% | 13 |
|
|
2017
Q2 | $160M | Sell |
8,603,875
-129,218
| -1% | -$2.37M | 1.89% | 14 |
|
|
2017
Q1 | $159M | Sell |
8,733,093
-1,624,362
| -16% | -$28.9M | 1.87% | 12 |
|
|
2016
Q4 | $159M | Sell |
10,357,455
-303,228
| -3% | -$4.57M | 1.88% | 11 |
|
|
2016
Q3 | $152M | Sell |
10,660,683
-6,448
| -0.1% | -$91.4K | 1.84% | 12 |
|
|
2016
Q2 | $132M | Buy |
10,667,131
+367,854
| +4% | +$4.92M | 1.65% | 16 |
|
|
2016
Q1 | $151M | Buy |
10,299,277
+2,030,755
| +25% | +$27.6M | 1.82% | 14 |
|
|
2015
Q4 | $129M | Buy |
8,268,522
+1,073,935
| +15% | +$18.4M | 1.55% | 22 |
|
|
2015
Q3 | $121M | Buy |
7,194,587
+346,125
| +5% | +$7.36M | 1.5% | 20 |
|
|
2015
Q2 | $156M | Buy |
6,848,462
+599,020
| +10% | +$13.8M | 1.76% | 15 |
|
|
2015
Q1 | $143M | Buy |
6,249,442
+127,882
| +2% | +$3.02M | 1.6% | 17 |
|
|
2014
Q4 | $142M | Buy |
6,121,560
+159,240
| +3% | +$3.49M | 1.64% | 16 |
|
|
2014
Q3 | $133M | Buy |
5,962,320
+84,750
| +1% | +$1.99M | 1.72% | 14 |
|
|
2014
Q2 | $143M | Sell |
5,877,570
-666,166
| -10% | -$15.5M | 1.75% | 14 |
|
|
2014
Q1 | $149M | Buy |
6,543,736
+36,128
| +0.6% | +$875K | 1.82% | 14 |
|
|
2013
Q4 | $158M | Sell |
6,507,608
-860,617
| -12% | -$19.8M | 1.95% | 13 |
|
|
2013
Q3 | $152M | Buy |
7,368,225
+206,130
| +3% | +$4.13M | 2.21% | 12 |
|
|
2013
Q2 | $141M | Buy |
+7,162,095
| New | +$142M | 2.3% | 11 |
|
Other funds holding KKR
VCM
Ariel Investments's KKR Position: Q1 2026 in Review
Ariel Investments increased its KKR & Co (KKR) stake by 66% in Q1 2026, buying an estimated $18.4M and bringing the position to 439,405 shares worth $40.6M. The position accounts for 0.45% of the portfolio, ranked #53.
Ariel Investments first reported a position in KKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $217M in Q4 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- Ariel Investments held 439,405 shares of KKR & Co worth $40.6M as of Q1 2026.
- Ariel Investments bought 174,489 KKR & Co shares in Q1 2026, an estimated $18.4M.
- KKR & Co made up 0.45% of Ariel Investments's portfolio in Q1 2026, its #53 holding.
- Ariel Investments first reported a position in KKR & Co in Q2 2013 and has held it in 52 quarters since.
- Ariel Investments's KKR & Co position peaked at $217M in Q4 2021.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on Ariel Investments's 13F filing for Q1 2026, filed 14 May 2026.