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Bradley Foster & Sargent’s KKR & Co KKR Stock Holding History

Bradley Foster & Sargent’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 		$977K Sell
10,645
-690
-6% -$66.9K 0.01% 311
2026
Q1 		$1.05M Sell
11,335
-1,765
-13% -$186K 0.02% 288
2025
Q4 		$1.67M Sell
13,100
-1,495
-10% -$186K 0.02% 240
2025
Q3 		$1.9M Sell
14,595
-1,251
-8% -$178K 0.03% 233
2025
Q2 		$2.11M Sell
15,846
-373
-2% -$43.7K 0.03% 212
2025
Q1 		$1.88M Sell
16,219
-573
-3% -$78.8K 0.03% 206
2024
Q4 		$2.48M Buy
16,792
+970
+6% +$142K 0.04% 191
2024
Q3 		$2.07M Buy
15,822
+3,222
+26% +$381K 0.03% 195
2024
Q2 		$1.33M Buy
12,600
+1,963
+18% +$200K 0.02% 242
2024
Q1 		$1.07M Hold
10,637
– – 0.02% 265
2023
Q4 		$881K Buy
10,637
+387
+4% +$26.2K 0.02% 288
2023
Q3 		$574K Hold
10,250
– – 0.01% 327
2023
Q2 		$574K Sell
10,250
-471
-4% -$24.7K 0.01% 327
2023
Q1 		$563K Hold
10,721
– – 0.01% 314
2022
Q4 		$498K Sell
10,721
-145
-1% -$7.07K 0.01% 322
2022
Q3 		$467K Hold
10,866
– – 0.01% 324
2022
Q2 		$503K Hold
10,866
– – 0.01% 325
2022
Q1 		$635K Sell
10,866
-994
-8% -$62.6K 0.01% 319
2021
Q4 		$884K Hold
11,860
– – 0.02% 262
2021
Q3 		$722K Buy
11,860
+255
+2% +$16K 0.02% 264
2021
Q2 		$687K Sell
11,605
-1,500
-11% -$83.2K 0.02% 273
2021
Q1 		$640K Hold
13,105
– – 0.02% 269
2020
Q4 		$531K Buy
13,105
+2,000
+18% +$75.6K 0.01% 279
2020
Q3 		$381K Buy
+11,105
New +$388K 0.01% 276
2020
Q1 		$202K Hold
8,605
– – 0.01% 314
2019
Q4 		$251K Hold
8,605
– – 0.01% 329
2019
Q3 		$231K Buy
+8,605
New +$227K 0.01% 322

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

Bradley Foster & Sargent's KKR Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its KKR & Co (KKR) stake by 6.1% in Q2 2026, selling an estimated $66.9K and leaving 10,645 shares worth $977K. The position accounts for 0.01% of the portfolio, ranked #311.

Bradley Foster & Sargent first reported a position in KKR in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.48M in Q4 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Bradley Foster & Sargent held 10,645 shares of KKR & Co worth $977K as of Q2 2026.
  • Bradley Foster & Sargent sold 690 KKR & Co shares in Q2 2026, an estimated $66.9K.
  • KKR & Co made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #311 holding.
  • Bradley Foster & Sargent first reported a position in KKR & Co in Q3 2019 and has held it in 27 quarters since.
  • Bradley Foster & Sargent's KKR & Co position peaked at $2.48M in Q4 2024.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.