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Atalanta Sosnoff Capital’s KKR & Co KKR Stock Holding History

Atalanta Sosnoff Capital’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 		– Sell
-48,660
Closed -$6.2M – 114
2025
Q4 		$6.2M Sell
48,660
-46,111
-49% -$5.74M 0.12% 53
2025
Q3 		$12.3M Buy
+94,771
New +$13.5M 0.24% 53
2025
Q2 		– Sell
-2,011
Closed -$232K – 108
2025
Q1 		$232K Sell
2,011
-569,796
-100% -$78.4M 0.01% 98
2024
Q4 		$84.6M Sell
571,807
-9,318
-2% -$1.37M 1.84% 15
2024
Q3 		$75.9M Buy
581,125
+172,588
+42% +$20.4M 1.63% 22
2024
Q2 		$43M Buy
+408,537
New +$41.6M 0.97% 37

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atalanta Sosnoff Capital's KKR Position: Q1 2026 in Review

Atalanta Sosnoff Capital sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 48,660 shares — an estimated $6.2M sold.

Atalanta Sosnoff Capital first reported a position in KKR in Q2 2024 and held it in 6 quarters. The position peaked at $84.6M in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Atalanta Sosnoff Capital reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Atalanta Sosnoff Capital sold 48,660 KKR & Co shares in Q1 2026, an estimated $6.2M.
  • Atalanta Sosnoff Capital first reported a position in KKR & Co in Q2 2024 and held it in 6 quarters.
  • Atalanta Sosnoff Capital's KKR & Co position peaked at $84.6M in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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