Bank Julius Baer & Co
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Bank Julius Baer & Co’s KKR & Co KKR Stock Holding History

Bank Julius Baer & Co’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 		$493K Buy
5,334
+4,799
+897% +$506K ﹤0.01% 438
2025
Q4 		$68.2K Buy
+535
New +$66.5K ﹤0.01% 559
2025
Q2 		– Sell
-724
Closed -$83.7K – 625
2025
Q1 		$83.7K Buy
724
+67
+10% +$9.22K ﹤0.01% 503
2024
Q4 		$107K Buy
+657
New +$96.4K ﹤0.01% 465
2022
Q4 		– Sell
-610
Closed -$26K – 590
2022
Q3 		$26K Sell
610
-38,406
-98% -$1.94M ﹤0.01% 530
2022
Q2 		$1.81M Buy
39,016
+38,406
+6,296% +$2.01M 0.01% 218
2022
Q1 		$36K Sell
610
-2
-0.3% -$126 ﹤0.01% 540
2021
Q4 		$46K Buy
+612
New +$45.2K ﹤0.01% 663
2021
Q2 		– Sell
-2,706
Closed -$132K – 852
2021
Q1 		$132K Sell
2,706
-161,656
-98% -$7.23M ﹤0.01% 597
2020
Q4 		$6.66M Buy
+164,362
New +$6.21M 0.05% 168

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank Julius Baer & Co's KKR Position: Q1 2026 in Review

Bank Julius Baer & Co increased its KKR & Co (KKR) stake by 897% in Q1 2026, buying an estimated $506K and bringing the position to 5,334 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Bank Julius Baer & Co first reported a position in KKR in Q4 2020 and has held it in 10 quarters since. The position peaked at $6.66M in Q4 2020. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Bank Julius Baer & Co held 5,334 shares of KKR & Co worth $493K as of Q1 2026.
  • Bank Julius Baer & Co bought 4,799 KKR & Co shares in Q1 2026, an estimated $506K.
  • KKR & Co made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #438 holding.
  • Bank Julius Baer & Co first reported a position in KKR & Co in Q4 2020 and has held it in 10 quarters since.
  • Bank Julius Baer & Co's KKR & Co position peaked at $6.66M in Q4 2020.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.