Beese Fulmer Investment Management’s KKR & Co KKR Stock Holding History

Beese Fulmer Investment Management’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	$444K	Buy	4,841 +1,039	+27%	+$101K	0.03%	231
2026 Q1	$352K	Buy	+3,802	New	+$401K	0.02%	272
2025 Q4	–	Sell	-2,770	Closed	-$360K	–	404
2025 Q3	$360K	Buy	2,770 +3	+0.1%	+$426	0.02%	222
2025 Q2	$368K	Buy	2,767 +300	+12%	+$35.1K	0.03%	215
2025 Q1	$285K	Buy	+2,467	New	+$339K	0.02%	203
2020 Q3	–	Sell	-872	Closed	-$27K	–	379
2020 Q2	$27K	Buy	+872	New	+$23.4K	﹤0.01%	378

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Beese Fulmer Investment Management's KKR Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its KKR & Co (KKR) stake by 27% in Q2 2026, buying an estimated $101K and bringing the position to 4,841 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #231.

Beese Fulmer Investment Management first reported a position in KKR in Q2 2020 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Beese Fulmer Investment Management held 4,841 shares of KKR & Co worth $444K as of Q2 2026.
Beese Fulmer Investment Management bought 1,039 KKR & Co shares in Q2 2026, an estimated $101K.
KKR & Co made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #231 holding.
Beese Fulmer Investment Management first reported a position in KKR & Co in Q2 2020 and has held it in 6 quarters since.
439 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.