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Brown, Lisle/Cummings’s KKR & Co KKR Stock Holding History

Brown, Lisle/Cummings’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 		$1.93K Hold
21
– – ﹤0.01% 855
2026
Q1 		$1.94K Hold
21
– – ﹤0.01% 826
2025
Q4 		$2.68K Hold
21
– – ﹤0.01% 615
2025
Q3 		$2.73K Hold
21
– – ﹤0.01% 622
2025
Q2 		$2.79K Hold
21
– – ﹤0.01% 620
2025
Q1 		$2.43K Buy
+21
New +$2.89K ﹤0.01% 633

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

Brown, Lisle/Cummings's KKR Position: Q2 2026 in Review

Brown, Lisle/Cummings held its KKR & Co (KKR) position steady in Q2 2026 at 21 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Brown, Lisle/Cummings first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.79K in Q2 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Brown, Lisle/Cummings held 21 shares of KKR & Co worth $1.93K as of Q2 2026.
  • Brown, Lisle/Cummings left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #855 holding.
  • Brown, Lisle/Cummings first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • Brown, Lisle/Cummings's KKR & Co position peaked at $2.79K in Q2 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.