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Brookwood Investment Group’s KKR & Co KKR Stock Holding History

Brookwood Investment Group’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 		– Sell
-1,594
Closed -$203K – 558
2025
Q4 		$203K Sell
1,594
-26
-2% -$3.23K 0.02% 482
2025
Q3 		$211K Buy
1,620
+8
+0.5% +$1.14K 0.03% 451
2025
Q2 		$214K Sell
1,612
-1,073
-40% -$126K 0.03% 399
2025
Q1 		$310K Buy
+2,685
New +$369K 0.05% 312

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Brookwood Investment Group's KKR Position: Q1 2026 in Review

Brookwood Investment Group sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,594 shares — an estimated $203K sold.

Brookwood Investment Group first reported a position in KKR in Q1 2025 and held it in 4 quarters. The position peaked at $310K in Q1 2025. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Brookwood Investment Group reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 1,594 KKR & Co shares in Q1 2026, an estimated $203K.
  • Brookwood Investment Group first reported a position in KKR & Co in Q1 2025 and held it in 4 quarters.
  • Brookwood Investment Group's KKR & Co position peaked at $310K in Q1 2025.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.