BankPlus Trust Department’s KKR & Co KKR Stock Holding History

BankPlus Trust Department’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 Q2	$40.4K	Hold	440	–	–	0.01%	288
2026 Q1	$40.7K	Hold	440	–	–	0.01%	277
2025 Q4	$56.1K	Hold	440	–	–	0.01%	245
2025 Q3	$57.2K	Hold	440	–	–	0.02%	239
2025 Q2	$58.5K	Sell	440 -157	-26%	-$18.4K	0.02%	218
2025 Q1	$69K	Buy	597 +157	+36%	+$21.6K	0.02%	200
2024 Q4	$65.1K	Buy	+440	New	+$64.6K	0.02%	205

Other funds holding KKR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BankPlus Trust Department's KKR Position: Q2 2026 in Review

BankPlus Trust Department held its KKR & Co (KKR) position steady in Q2 2026 at 440 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #288.

BankPlus Trust Department first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $69K in Q1 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

BankPlus Trust Department held 440 shares of KKR & Co worth $40.4K as of Q2 2026.
BankPlus Trust Department left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #288 holding.
BankPlus Trust Department first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's KKR & Co position peaked at $69K in Q1 2025.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.