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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
Q3 		$358K Buy
3,917
+448
+13% +$45.7K 0.08% 157
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Boltwood Capital Management's KKR Position: Q3 2026 in Review

Boltwood Capital Management increased its KKR & Co (KKR) stake by 13% in Q3 2026, buying an estimated $45.7K and bringing the position to 3,917 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #157.

Boltwood Capital Management first reported a position in KKR in Q4 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Boltwood Capital Management held 3,917 shares of KKR & Co worth $358K as of Q3 2026.
  • Boltwood Capital Management bought 448 KKR & Co shares in Q3 2026, an estimated $45.7K.
  • KKR & Co made up 0.08% of Boltwood Capital Management's portfolio in Q3 2026, its #157 holding.
  • Boltwood Capital Management first reported a position in KKR & Co in Q4 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.