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Boothbay Fund Management’s KKR & Co KKR Stock Holding History

Boothbay Fund 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 		$8.94M Buy
+96,700
New +$10.2M 0.12% 163
2025
Q4 		– Sell
-148,400
Closed -$19.3M – 2167
2025
Q3 		$19.3M Sell
148,400
-119,600
-45% -$17M 0.28% 53
2025
Q2 		$35.7M Buy
+268,000
New +$31.4M 0.69% 15

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boothbay Fund Management's KKR Position: Q1 2026 in Review

Boothbay Fund Management increased its KKR & Co (KKR) stake by 3.5% in Q1 2026, buying an estimated $97.4K and bringing the position to 27,027 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #537.

Boothbay Fund Management first reported a position in KKR in Q2 2021 and has held it in 13 quarters since. The position peaked at $9.34M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Boothbay Fund Management held 27,027 shares of KKR & Co worth $2.5M as of Q1 2026.
  • Boothbay Fund Management bought 924 KKR & Co shares in Q1 2026, an estimated $97.4K.
  • KKR & Co made up 0.03% of Boothbay Fund Management's portfolio in Q1 2026, its #537 holding.
  • Boothbay Fund Management first reported a position in KKR & Co in Q2 2021 and has held it in 13 quarters since.
  • Boothbay Fund Management's KKR & Co position peaked at $9.34M in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.