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
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 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.