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Boltwood Capital Management’s KKR & Co KKR Stock Holding History

Boltwood Capital 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 		$318K Buy
3,469
+150
+5% +$14.5K 0.07% 161
2026
Q1 		$307K Buy
3,319
+1,137
+52% +$120K 0.08% 157
2025
Q4 		$278K Buy
+2,182
New +$271K 0.07% 157

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

Boltwood Capital Management's KKR Position: Q2 2026 in Review

Boltwood Capital Management increased its KKR & Co (KKR) stake by 4.5% in Q2 2026, buying an estimated $14.5K and bringing the position to 3,469 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #161.

Boltwood Capital Management first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Boltwood Capital Management held 3,469 shares of KKR & Co worth $318K as of Q2 2026.
  • Boltwood Capital Management bought 150 KKR & Co shares in Q2 2026, an estimated $14.5K.
  • KKR & Co made up 0.07% of Boltwood Capital Management's portfolio in Q2 2026, its #161 holding.
  • Boltwood Capital Management first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.