BAM
KKR icon

Bellevue Asset Management’s KKR & Co KKR Stock Holding History

Bellevue Asset 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 		– Sell
-47
Closed -$5.99K – 436
2025
Q4 		$5.99K Hold
47
– – ﹤0.01% 325
2025
Q3 		$6.11K Sell
47
-1
-2% -$142 ﹤0.01% 328
2025
Q2 		$6.38K Buy
48
+3
+7% +$351 ﹤0.01% 315
2025
Q1 		$5.2K Sell
45
-4
-8% -$550 ﹤0.01% 323
2024
Q4 		$7.25K Sell
49
-4
-8% -$587 ﹤0.01% 304
2024
Q3 		$6.92K Sell
53
-7
-12% -$828 ﹤0.01% 289
2024
Q2 		$6.31K Sell
60
-2
-3% -$204 ﹤0.01% 298
2024
Q1 		$6.24K Sell
62
-5
-7% -$460 ﹤0.01% 289
2023
Q4 		$5.55K Buy
67
+1
+2% +$68 ﹤0.01% 293
2023
Q3 		$4.07K Hold
66
– – ﹤0.01% 307
2023
Q2 		$3.7K Sell
66
-11
-14% -$576 ﹤0.01% 338
2023
Q1 		$4.04K Buy
77
+1
+1% +$54 ﹤0.01% 331
2022
Q4 		$3.49K Hold
76
– – ﹤0.01% 337
2022
Q3 		$3K Buy
76
+2
+3% +$101 ﹤0.01% 354
2022
Q2 		$3K Buy
74
+3
+4% +$157 ﹤0.01% 359
2022
Q1 		$4K Sell
71
-3
-4% -$189 ﹤0.01% 370
2021
Q4 		$6K Sell
74
-3
-4% -$221 ﹤0.01% 350
2021
Q3 		$5K Sell
77
-3
-4% -$188 ﹤0.01% 383
2021
Q2 		$5K Sell
80
-750
-90% -$41.6K ﹤0.01% 381
2021
Q1 		$41K Sell
830
-8
-1% -$358 0.03% 201
2020
Q4 		$33K Sell
838
-7
-0.8% -$264 0.02% 219
2020
Q3 		$29K Hold
845
– – 0.02% 219
2020
Q2 		$26K Hold
845
– – 0.03% 230
2020
Q1 		$21K Buy
845
+5
+0.6% +$144 0.02% 267
2019
Q4 		$25K Buy
+840
New +$23.9K 0.02% 234

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bellevue Asset Management's KKR Position: Q1 2026 in Review

Bellevue Asset Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 47 shares — an estimated $5.99K sold.

Bellevue Asset Management first reported a position in KKR in Q4 2019 and held it in 25 quarters. The position peaked at $41K in Q1 2021. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Bellevue Asset Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Bellevue Asset Management sold 47 KKR & Co shares in Q1 2026, an estimated $5.99K.
  • Bellevue Asset Management first reported a position in KKR & Co in Q4 2019 and held it in 25 quarters.
  • Bellevue Asset Management's KKR & Co position peaked at $41K in Q1 2021.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.