Bahl & Gaynor’s KKR & Co KKR Stock Holding History

Bahl & Gaynor’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	$29.8M	Sell	325,002 -4,795	-1%	-$465K	0.14%	121
2026 Q1	$30.5M	Sell	329,797 -21,245	-6%	-$2.24M	0.15%	115
2025 Q4	$44.8M	Sell	351,042 -3,707	-1%	-$461K	0.23%	95
2025 Q3	$46.1M	Sell	354,749 -7,270	-2%	-$1.03M	0.23%	96
2025 Q2	$48.2M	Buy	362,019 +5,477	+2%	+$641K	0.24%	94
2025 Q1	$41.2M	Buy	356,542 +25,537	+8%	+$3.51M	0.21%	93
2024 Q4	$49M	Buy	331,005 +21,930	+7%	+$3.22M	0.26%	77
2024 Q3	$40.4M	Buy	309,075 +60,921	+25%	+$7.21M	0.21%	81
2024 Q2	$26.1M	Buy	248,154 +246,154	+12,308%	+$25.1M	0.15%	94
2024 Q1	$201K	Buy	+2,000	New	+$184K	﹤0.01%	332

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bahl & Gaynor's KKR Position: Q2 2026 in Review

Bahl & Gaynor reduced its KKR & Co (KKR) stake by 1.5% in Q2 2026, selling an estimated $465K and leaving 325,002 shares worth $29.8M. The position accounts for 0.14% of the portfolio, ranked #121.

Bahl & Gaynor first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $49M in Q4 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Bahl & Gaynor held 325,002 shares of KKR & Co worth $29.8M as of Q2 2026.
Bahl & Gaynor sold 4,795 KKR & Co shares in Q2 2026, an estimated $465K.
KKR & Co made up 0.14% of Bahl & Gaynor's portfolio in Q2 2026, its #121 holding.
Bahl & Gaynor first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
Bahl & Gaynor's KKR & Co position peaked at $49M in Q4 2024.
1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Bahl & Gaynor's 13F filing for Q2 2026, filed 13 Aug 2026.