Bollard Group’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26M | Buy |
281,313
+394
| +0.1% | +$41.5K | 0.77% | 22 |
|
|
2025
Q4 | $35.8M | Buy |
280,919
+285
| +0.1% | +$35.4K | 0.9% | 16 |
|
|
2025
Q3 | $36.5M | Buy |
280,634
+252
| +0.1% | +$35.8K | 0.86% | 16 |
|
|
2025
Q2 | $37.3M | Buy |
280,382
+294
| +0.1% | +$34.4K | 0.85% | 15 |
|
|
2025
Q1 | $32.4M | Buy |
280,088
+248
| +0.1% | +$34.1K | 0.85% | 13 |
|
|
2024
Q4 | $41.4M | Sell |
279,840
-20,234
| -7% | -$2.97M | 1.15% | 12 |
|
|
2024
Q3 | $39.2M | Sell |
300,074
-2,999
| -1% | -$355K | 1.04% | 13 |
|
|
2024
Q2 | $31.9M | Buy |
303,073
+334
| +0.1% | +$34K | 0.9% | 14 |
|
|
2024
Q1 | $30.4M | Buy |
302,739
+340
| +0.1% | +$31.3K | 0.92% | 14 |
|
|
2023
Q4 | $25.1M | Buy |
302,399
+444
| +0.1% | +$30.1K | 0.87% | 15 |
|
|
2023
Q3 | $18.6M | Buy |
301,955
+535
| +0.2% | +$32.5K | 0.68% | 21 |
|
|
2023
Q2 | $16.9M | Buy |
301,420
+618
| +0.2% | +$32.4K | 0.57% | 25 |
|
|
2023
Q1 | $15.8M | Buy |
300,802
+551
| +0.2% | +$29.6K | 0.57% | 27 |
|
|
2022
Q4 | $13.9M | Buy |
300,251
+914
| +0.3% | +$44.5K | 0.53% | 30 |
|
|
2022
Q3 | $12.9M | Buy |
299,337
+895
| +0.3% | +$45.2K | 0.54% | 30 |
|
|
2022
Q2 | $13.8M | Sell |
298,442
-10,248
| -3% | -$538K | 0.56% | 31 |
|
|
2022
Q1 | $18M | Buy |
308,690
+787
| +0.3% | +$49.5K | 0.58% | 28 |
|
|
2021
Q4 | $22.9M | Buy |
307,903
+588
| +0.2% | +$43.4K | 0.73% | 26 |
|
|
2021
Q3 | $18.7M | Buy |
307,315
+690
| +0.2% | +$43.3K | 0.61% | 32 |
|
|
2021
Q2 | $18.2M | Buy |
306,625
+788
| +0.3% | +$43.7K | 0.58% | 30 |
|
|
2021
Q1 | $14.9M | Buy |
305,837
+864
| +0.3% | +$38.7K | 0.52% | 28 |
|
|
2020
Q4 | $12.3M | Buy |
304,973
+1,064
| +0.4% | +$40.2K | 0.46% | 36 |
|
|
2020
Q3 | $10.4M | Buy |
303,909
+1,135
| +0.4% | +$39.7K | 0.38% | 42 |
|
|
2020
Q2 | $9.35M | Buy |
302,774
+1,433
| +0.5% | +$38.5K | 0.37% | 42 |
|
|
2020
Q1 | $7.07M | Buy |
301,341
+1,179
| +0.4% | +$33.9K | 0.31% | 51 |
|
|
2019
Q4 | $8.76M | Buy |
300,162
+1,259
| +0.4% | +$35.9K | 0.28% | 54 |
|
|
2019
Q3 | $8.03M | Buy |
298,903
+1,492
| +0.5% | +$39.3K | 0.28% | 56 |
|
|
2019
Q2 | $7.52M | Buy |
297,411
+1,541
| +0.5% | +$36.9K | 0.26% | 58 |
|
|
2019
Q1 | $6.95M | Buy |
295,870
+1,625
| +0.6% | +$37K | 0.26% | 52 |
|
|
2018
Q4 | $5.78M | Buy |
294,245
+15,769
| +6% | +$361K | 0.25% | 44 |
|
|
2018
Q3 | $7.59M | Hold |
278,476
| – | – | 0.31% | 38 |
|
|
2018
Q2 | $6.92M | Buy |
278,476
+2,132
| +0.8% | +$47.4K | 0.32% | 37 |
|
|
2018
Q1 | $5.61M | Buy |
276,344
+8,612
| +3% | +$191K | 0.28% | 46 |
|
|
2017
Q4 | $5.64M | Buy |
267,732
+2,302
| +0.9% | +$46.2K | 0.27% | 45 |
|
|
2017
Q3 | $5.4M | Buy |
265,430
+2,430
| +0.9% | +$46.1K | 0.28% | 49 |
|
|
2017
Q2 | $4.89M | Buy |
+263,000
| New | +$4.81M | 0.26% | 55 |
|
Other funds holding KKR
VCM
Bollard Group's KKR Position: Q1 2026 in Review
Bollard Group increased its KKR & Co (KKR) stake by 0.14% in Q1 2026, buying an estimated $41.5K and bringing the position to 281,313 shares worth $26M. The position accounts for 0.77% of the portfolio, ranked #22.
Bollard Group first reported a position in KKR in Q2 2017 and has held it in 36 quarters since. The position peaked at $41.4M in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- Bollard Group held 281,313 shares of KKR & Co worth $26M as of Q1 2026.
- Bollard Group bought 394 KKR & Co shares in Q1 2026, an estimated $41.5K.
- KKR & Co made up 0.77% of Bollard Group's portfolio in Q1 2026, its #22 holding.
- Bollard Group first reported a position in KKR & Co in Q2 2017 and has held it in 36 quarters since.
- Bollard Group's KKR & Co position peaked at $41.4M in Q4 2024.
- 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.