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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
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

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

Beese Fulmer Investment Management's KKR Position: Q1 2026 in Review

Beese Fulmer Investment Management opened a new position in KKR & Co (KKR) in Q1 2026: 3,802 shares worth $352K. The stake represents 0.02% of the portfolio and ranks #272 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in KKR as recently as Q3 2025.

Beese Fulmer Investment Management first reported a position in KKR in Q2 2020 and has held it in 5 quarters since. The position peaked at $368K in Q2 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Beese Fulmer Investment Management held 3,802 shares of KKR & Co worth $352K as of Q1 2026.
  • KKR & Co was a new Beese Fulmer Investment Management position in Q1 2026.
  • KKR & Co made up 0.02% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #272 holding.
  • Beese Fulmer Investment Management first reported a position in KKR & Co in Q2 2020 and has held it in 5 quarters since.
  • Beese Fulmer Investment Management's KKR & Co position peaked at $368K in Q2 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.