Bank of Montreal
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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
2025
Q2 		– Sell
-30,000
Closed -$3.47M – 3641
2025
Q1 		$3.47M Buy
+30,000
New +$4.13M ﹤0.01% 1310
2023
Q3 		– Sell
-37,500
Closed -$2.2M – 4036
2023
Q2 		$2.2M Buy
+37,500
New +$1.96M ﹤0.01% 1757
2019
Q2 		– Sell
-100,000
Closed -$2.35M – 4983
2019
Q1 		$2.35M Buy
+100,000
New +$2.28M ﹤0.01% 1575

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 $3.38T AUM 44.17% 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

Bank of Montreal's KKR Position: Q2 2026 in Review

Bank of Montreal increased its KKR & Co (KKR) stake by 19% in Q2 2026, buying an estimated $13M and bringing the position to 842,534 shares worth $77.3M. The position accounts for 0.03% of the portfolio, ranked #459.

Bank of Montreal first reported a position in KKR in Q2 2013 and has held it in 53 quarters since. The position peaked at $225M in Q1 2018. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Bank of Montreal held 842,534 shares of KKR & Co worth $77.3M as of Q2 2026.
  • Bank of Montreal bought 133,779 KKR & Co shares in Q2 2026, an estimated $13M.
  • KKR & Co made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #459 holding.
  • Bank of Montreal first reported a position in KKR & Co in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's KKR & Co position peaked at $225M in Q1 2018.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.