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Blue Trust Inc’s KKR & Co KKR Stock Holding History

Blue Trust Inc’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 		$47.2K Hold
514
– – ﹤0.01% 1370
2026
Q1 		$47.5K Sell
514
-1,433
-74% -$151K ﹤0.01% 1351
2025
Q4 		$248K Buy
1,947
+1,198
+160% +$149K ﹤0.01% 713
2025
Q3 		$97.3K Buy
749
+8
+1% +$1.14K ﹤0.01% 1078
2025
Q2 		$98.6K Sell
741
-1,974
-73% -$231K ﹤0.01% 1052
2025
Q1 		$314K Buy
2,715
+404
+17% +$55.6K ﹤0.01% 547
2024
Q4 		$342K Sell
2,311
-2,280
-50% -$335K ﹤0.01% 495
2024
Q3 		$483K Buy
4,591
+1,879
+69% +$222K 0.01% 483
2024
Q2 		$273K Buy
2,712
+786
+41% +$80K ﹤0.01% 589
2024
Q1 		$194K Buy
1,926
+1,608
+506% +$148K ﹤0.01% 520
2023
Q4 		$19K Buy
318
+211
+197% +$14.3K ﹤0.01% 1313
2023
Q3 		$6K Hold
107
– – ﹤0.01% 1584
2023
Q2 		$6K Buy
107
+86
+410% +$4.5K ﹤0.01% 1467
2023
Q1 		$1K Sell
21
-37
-64% -$1.99K ﹤0.01% 2167
2022
Q4 		$2K Buy
58
+17
+41% +$829 ﹤0.01% 1934
2022
Q3 		$2K Buy
41
+32
+356% +$1.62K ﹤0.01% 1796
2022
Q2 		$1K Buy
+9
New +$472 ﹤0.01% 1792

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Blue Trust Inc's KKR Position: Q2 2026 in Review

Blue Trust Inc held its KKR & Co (KKR) position steady in Q2 2026 at 514 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Blue Trust Inc first reported a position in KKR in Q2 2022 and has held it in 17 quarters since. The position peaked at $483K in Q3 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Blue Trust Inc held 514 shares of KKR & Co worth $47.2K as of Q2 2026.
  • Blue Trust Inc left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1370 holding.
  • Blue Trust Inc first reported a position in KKR & Co in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's KKR & Co position peaked at $483K in Q3 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.