Bank of Montreal’s KKR & Co KKR Stock Holding History

Bank of Montreal’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
2024 Q4	–	Sell	-54,200	Closed	-$7.16M	–	3771
2024 Q3	$7.16M	Buy	+54,200	New	+$6.41M	﹤0.01%	1173
2020 Q1	–	Sell	-6,000	Closed	-$175K	–	4387
2019 Q4	$175K	Hold	6,000	–	–	﹤0.01%	3230
2019 Q3	$161K	Buy	+6,000	New	+$158K	﹤0.01%	3045
2016 Q2	–	Sell	-1,500	Closed	-$22K	–	4210
2016 Q1	$22K	Sell	1,500 -4,200	-74%	-$57.2K	﹤0.01%	3366
2015 Q4	$89K	Buy	+5,700	New	+$97.5K	﹤0.01%	2822

Other funds holding KKR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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. 1,281 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.
1,281 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.