Aureus Asset Management’s KKR & Co KKR Stock Holding History

Aureus Asset 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	–	Sell	-1,692	Closed	-$216K	–	243
2025 Q4	$216K	Sell	1,692 -18	-1%	-$2.24K	0.01%	190
2025 Q3	$222K	Hold	1,710	–	–	0.01%	186
2025 Q2	$227K	Buy	+1,710	New	+$200K	0.01%	188
2025 Q1	–	Sell	-1,692	Closed	-$250K	–	212
2024 Q4	$250K	Sell	1,692 -308	-15%	-$45.2K	0.02%	183
2024 Q3	$261K	Hold	2,000	–	–	0.02%	174
2024 Q2	$210K	Hold	2,000	–	–	0.01%	189
2024 Q1	$201K	Buy	+2,000	New	+$184K	0.01%	191
2015 Q4	–	Sell	-470,450	Closed	-$7.89M	–	162
2015 Q3	$7.89M	Buy	470,450 +50,760	+12%	+$1.08M	1.96%	23
2015 Q2	$9.59M	Buy	+419,690	New	+$9.64M	2.02%	20

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

Aureus Asset Management's KKR Position: Q1 2026 in Review

Aureus Asset Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,692 shares — an estimated $216K sold.

Aureus Asset Management first reported a position in KKR in Q2 2015 and held it in 9 quarters. The position peaked at $9.59M in Q2 2015. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Aureus Asset Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Aureus Asset Management sold 1,692 KKR & Co shares in Q1 2026, an estimated $216K.
Aureus Asset Management first reported a position in KKR & Co in Q2 2015 and held it in 9 quarters.
Aureus Asset Management's KKR & Co position peaked at $9.59M in Q2 2015.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.