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Beaton Management Company’s KKR & Co KKR Stock Holding History

Beaton Management Company’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
Q1 		– Sell
-2,100
Closed -$268K – 149
2025
Q4 		$268K Buy
+2,100
New +$261K 0.12% 125
2025
Q3 		– Sell
-2,100
Closed -$279K – 144
2025
Q2 		$279K Hold
2,100
– – 0.14% 114
2025
Q1 		$243K Hold
2,100
– – 0.13% 120
2024
Q4 		$311K Hold
2,100
– – 0.16% 109
2024
Q3 		$274K Hold
2,100
– – 0.14% 116
2024
Q2 		$221K Hold
2,100
– – 0.12% 124
2024
Q1 		$211K Buy
+2,100
New +$193K 0.11% 133

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return

Beaton Management Company's KKR Position: Q1 2026 in Review

Beaton Management Company sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,100 shares — an estimated $268K sold.

Beaton Management Company first reported a position in KKR in Q1 2024 and held it in 7 quarters. The position peaked at $311K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Beaton Management Company reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Beaton Management Company sold 2,100 KKR & Co shares in Q1 2026, an estimated $268K.
  • Beaton Management Company first reported a position in KKR & Co in Q1 2024 and held it in 7 quarters.
  • Beaton Management Company's KKR & Co position peaked at $311K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.