Bank of Montreal’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.6M | Sell |
708,755
-344,612
| -33% | -$36.3M | 0.02% | 472 |
|
|
2025
Q4 | $134M | Buy |
1,053,367
+34,420
| +3% | +$4.28M | 0.05% | 312 |
|
|
2025
Q3 | $132M | Buy |
1,018,947
+48,136
| +5% | +$6.83M | 0.05% | 265 |
|
|
2025
Q2 | $129M | Sell |
970,811
-155,662
| -14% | -$18.2M | 0.06% | 227 |
|
|
2025
Q1 | $130M | Sell |
1,126,473
-125,936
| -10% | -$17.3M | 0.06% | 221 |
|
|
2024
Q4 | $185M | Sell |
1,252,409
-47,623
| -4% | -$6.99M | 0.09% | 174 |
|
|
2024
Q3 | $172M | Sell |
1,300,032
-122,754
| -9% | -$14.5M | 0.08% | 206 |
|
|
2024
Q2 | $153M | Buy |
1,422,786
+212,433
| +18% | +$21.6M | 0.04% | 219 |
|
|
2024
Q1 | $123M | Buy |
1,210,353
+286,659
| +31% | +$26.4M | 0.04% | 260 |
|
|
2023
Q4 | $77.3M | Buy |
923,694
+5,909
| +0.6% | +$400K | 0.02% | 360 |
|
|
2023
Q3 | $59.2M | Sell |
917,785
-63,700
| -6% | -$3.87M | 0.02% | 367 |
|
|
2023
Q2 | $57.6M | Sell |
981,485
-155,549
| -14% | -$8.15M | 0.02% | 366 |
|
|
2023
Q1 | $59.8M | Buy |
1,137,034
+59,003
| +5% | +$3.17M | 0.02% | 336 |
|
|
2022
Q4 | $50.1M | Sell |
1,078,031
-1,320,024
| -55% | -$64.3M | 0.02% | 387 |
|
|
2022
Q3 | $106K | Buy |
2,398,055
+1,485,344
| +163% | +$75.1M | 0.05% | 228 |
|
|
2022
Q2 | $44.8K | Sell |
912,711
-44,827
| -5% | -$2.35M | 0.02% | 457 |
|
|
2022
Q1 | $56.8M | Sell |
957,538
-1,023,841
| -52% | -$64.4M | 0.03% | 425 |
|
|
2021
Q4 | $149M | Buy |
1,981,379
+784,674
| +66% | +$57.9M | 0.08% | 194 |
|
|
2021
Q3 | $72.8M | Buy |
1,196,705
+147,637
| +14% | +$9.27M | 0.03% | 439 |
|
|
2021
Q2 | $63.8M | Buy |
1,049,068
+505,254
| +93% | +$28M | 0.03% | 432 |
|
|
2021
Q1 | $28.1M | Buy |
543,814
+110,025
| +25% | +$4.92M | 0.02% | 575 |
|
|
2020
Q4 | $17.6M | Buy |
433,789
+47,273
| +12% | +$1.79M | 0.01% | 758 |
|
|
2020
Q3 | $13.5M | Sell |
386,516
-1,135
| -0.3% | -$39.7K | 0.01% | 726 |
|
|
2020
Q2 | $13.5M | Buy |
387,651
+25,319
| +7% | +$680K | 0.01% | 711 |
|
|
2020
Q1 | $7.96M | Buy |
362,332
+23,852
| +7% | +$685K | 0.01% | 786 |
|
|
2019
Q4 | $9.88M | Buy |
338,480
+221,356
| +189% | +$6.3M | 0.01% | 989 |
|
|
2019
Q3 | $3.14M | Sell |
117,124
-412,553
| -78% | -$10.9M | ﹤0.01% | 1409 |
|
|
2019
Q2 | $13.4M | Sell |
529,677
-23,625
| -4% | -$566K | 0.01% | 783 |
|
|
2019
Q1 | $13M | Buy |
553,302
+234,765
| +74% | +$5.35M | 0.01% | 760 |
|
|
2018
Q4 | $6.25M | Sell |
318,537
-2,090,069
| -87% | -$47.8M | 0.01% | 986 |
|
|
2018
Q3 | $65.7M | Buy |
2,408,606
+2,088,740
| +653% | +$55.8M | 0.05% | 311 |
|
|
2018
Q2 | $7.95M | Sell |
319,866
-10,744,110
| -97% | -$239M | 0.01% | 976 |
|
|
2018
Q1 | $225M | Buy |
11,063,976
+1,510,523
| +16% | +$33.6M | 0.2% | 103 |
|
|
2017
Q4 | $201M | Sell |
9,553,453
-115,490
| -1% | -$2.32M | 0.17% | 124 |
|
|
2017
Q3 | $197M | Buy |
9,668,943
+2,222,067
| +30% | +$42.2M | 0.18% | 111 |
|
|
2017
Q2 | $139M | Sell |
7,446,876
-259,819
| -3% | -$4.76M | 0.13% | 153 |
|
|
2017
Q1 | $140M | Buy |
7,706,695
+933,031
| +14% | +$16.6M | 0.13% | 144 |
|
|
2016
Q4 | $104M | Buy |
6,773,664
+4,525,170
| +201% | +$68.2M | 0.11% | 169 |
|
|
2016
Q3 | $32.1M | Buy |
2,248,494
+340,170
| +18% | +$4.82M | 0.04% | 406 |
|
|
2016
Q2 | $23.5M | Sell |
1,908,324
-1,018,188
| -35% | -$13.6M | 0.03% | 494 |
|
|
2016
Q1 | $43M | Sell |
2,926,512
-1,980,839
| -40% | -$27M | 0.05% | 281 |
|
|
2015
Q4 | $76.5M | Buy |
4,907,351
+2,020,423
| +70% | +$34.5M | 0.09% | 173 |
|
|
2015
Q3 | $48.4M | Buy |
2,886,928
+463,268
| +19% | +$9.84M | 0.07% | 250 |
|
|
2015
Q2 | $55.4M | Buy |
2,423,660
+91,234
| +4% | +$2.1M | 0.06% | 252 |
|
|
2015
Q1 | $53.2M | Buy |
2,332,426
+1,065,053
| +84% | +$25.1M | 0.06% | 265 |
|
|
2014
Q4 | $29.4M | Buy |
1,267,373
+663,873
| +110% | +$14.5M | 0.03% | 380 |
|
|
2014
Q3 | $13.5M | Buy |
603,500
+128,640
| +27% | +$3.02M | 0.02% | 664 |
|
|
2014
Q2 | $11.6M | Buy |
474,860
+219,590
| +86% | +$5.11M | 0.01% | 753 |
|
|
2014
Q1 | $5.83M | Buy |
255,270
+193,740
| +315% | +$4.69M | 0.01% | 882 |
|
|
2013
Q4 | $1.5M | Buy |
61,530
+2,990
| +5% | +$68.8K | ﹤0.01% | 1292 |
|
|
2013
Q3 | $1.21M | Buy |
58,540
+40,140
| +218% | +$805K | ﹤0.01% | 1373 |
|
|
2013
Q2 | $362K | Buy |
+18,400
| New | +$365K | ﹤0.01% | 1905 |
|
Other funds holding KKR
VCM
Bank of Montreal's KKR Position: Q1 2026 in Review
Bank of Montreal reduced its KKR & Co (KKR) stake by 33% in Q1 2026, selling an estimated $36.3M and leaving 708,755 shares worth $65.6M. The position accounts for 0.02% of the portfolio, ranked #472.
Bank of Montreal first reported a position in KKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $225M in Q1 2018. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- Bank of Montreal held 708,755 shares of KKR & Co worth $65.6M as of Q1 2026.
- Bank of Montreal sold 344,612 KKR & Co shares in Q1 2026, an estimated $36.3M.
- KKR & Co made up 0.02% of Bank of Montreal's portfolio in Q1 2026, its #472 holding.
- Bank of Montreal first reported a position in KKR & Co in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's KKR & Co position peaked at $225M in Q1 2018.
- 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.