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

Brookstone 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 		$13.4M Sell
145,784
-30,790
-17% -$2.99M 0.13% 180
2026
Q1 		$16.3M Buy
176,574
+50,795
+40% +$5.35M 0.19% 134
2025
Q4 		$16M Buy
125,779
+26,401
+27% +$3.28M 0.18% 132
2025
Q3 		$12.9M Buy
99,378
+382
+0.4% +$54.2K 0.15% 160
2025
Q2 		$13.2M Buy
98,996
+96,381
+3,686% +$11.3M 0.17% 147
2025
Q1 		$302K Buy
2,615
+348
+15% +$47.9K ﹤0.01% 852
2024
Q4 		$335K Buy
+2,267
New +$333K ﹤0.01% 793

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

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

Brookstone Capital Management reduced its KKR & Co (KKR) stake by 17% in Q2 2026, selling an estimated $2.99M and leaving 145,784 shares worth $13.4M. The position accounts for 0.13% of the portfolio, ranked #180.

Brookstone Capital Management first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.3M in Q1 2026. 173 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Brookstone Capital Management held 145,784 shares of KKR & Co worth $13.4M as of Q2 2026.
  • Brookstone Capital Management sold 30,790 KKR & Co shares in Q2 2026, an estimated $2.99M.
  • KKR & Co made up 0.13% of Brookstone Capital Management's portfolio in Q2 2026, its #180 holding.
  • Brookstone Capital Management first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • Brookstone Capital Management's KKR & Co position peaked at $16.3M in Q1 2026.
  • 173 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.