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Ballast Inc’s KKR & Co KKR Stock Holding History

Ballast Inc’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 		$253K Hold
2,752
– – 0.05% 141
2026
Q1 		$255K Hold
2,752
– – 0.06% 118
2025
Q4 		$351K Hold
2,752
– – 0.08% 106
2025
Q3 		$358K Sell
2,752
-70
-2% -$9.94K 0.09% 104
2025
Q2 		$375K Sell
2,822
-83
-3% -$9.72K 0.1% 96
2025
Q1 		$336K Buy
2,905
+405
+16% +$55.7K 0.1% 102
2024
Q4 		$370K Hold
2,500
– – 0.11% 95
2024
Q3 		$326K Sell
2,500
-16
-0.6% -$1.89K 0.09% 104
2024
Q2 		$265K Buy
2,516
+16
+0.6% +$1.63K 0.08% 111
2024
Q1 		$251K Hold
2,500
– – 0.08% 111
2023
Q4 		$207K Buy
+2,500
New +$169K 0.07% 119

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ballast Inc's KKR Position: Q2 2026 in Review

Ballast Inc held its KKR & Co (KKR) position steady in Q2 2026 at 2,752 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #141.

Ballast Inc first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $375K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Ballast Inc held 2,752 shares of KKR & Co worth $253K as of Q2 2026.
  • Ballast Inc left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.05% of Ballast Inc's portfolio in Q2 2026, its #141 holding.
  • Ballast Inc first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Ballast Inc's KKR & Co position peaked at $375K in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.