Ballentine Partners’s KKR & Co KKR Stock Holding History

Ballentine Partners’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	$423K	Buy	4,613 +238	+5%	+$23.1K	0.01%	631
2026 Q1	$405K	Sell	4,375 -796	-15%	-$83.9K	0.01%	603
2025 Q4	$659K	Sell	5,171 -266	-5%	-$33.1K	0.01%	417
2025 Q3	$707K	Sell	5,437 -155	-3%	-$22K	0.01%	403
2025 Q2	$744K	Sell	5,592 -491	-8%	-$57.5K	0.01%	376
2025 Q1	$703K	Buy	6,083 +362	+6%	+$49.8K	0.01%	354
2024 Q4	$846K	Buy	5,721 +70	+1%	+$10.3K	0.01%	324
2024 Q3	$738K	Buy	5,651 +3,744	+196%	+$443K	0.01%	344
2024 Q2	$201K	Buy	+1,907	New	+$194K	﹤0.01%	697

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Ballentine Partners's KKR Position: Q2 2026 in Review

Ballentine Partners increased its KKR & Co (KKR) stake by 5.4% in Q2 2026, buying an estimated $23.1K and bringing the position to 4,613 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #631.

Ballentine Partners first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $846K in Q4 2024. 231 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Ballentine Partners held 4,613 shares of KKR & Co worth $423K as of Q2 2026.
Ballentine Partners bought 238 KKR & Co shares in Q2 2026, an estimated $23.1K.
KKR & Co made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #631 holding.
Ballentine Partners first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
Ballentine Partners's KKR & Co position peaked at $846K in Q4 2024.
231 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.