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Bruce G. Allen Investments’s KKR & Co KKR Stock Holding History

Bruce G. Allen Investments’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 		$41.9K Sell
457
-30
-6% -$2.91K 0.03% 301
2026
Q1 		$45K Buy
487
+54
+12% +$5.69K 0.03% 272
2025
Q4 		$55.2K Sell
433
-107
-20% -$13.3K 0.04% 239
2025
Q3 		$70.2K Sell
540
-49
-8% -$6.96K 0.05% 215
2025
Q2 		$78.4K Buy
589
+72
+14% +$8.43K 0.06% 190
2025
Q1 		$59.8K Sell
517
-3
-0.6% -$413 0.05% 216
2024
Q4 		$76.9K Sell
520
-25
-5% -$3.67K 0.06% 184
2024
Q3 		$71.2K Sell
545
-93
-15% -$11K 0.06% 201
2024
Q2 		$67.1K Sell
638
-85
-12% -$8.65K 0.06% 197
2024
Q1 		$72.7K Buy
723
+80
+12% +$7.36K 0.06% 186
2023
Q4 		$53.3K Buy
+643
New +$43.5K 0.05% 219

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

Bruce G. Allen Investments's KKR Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its KKR & Co (KKR) stake by 6.2% in Q2 2026, selling an estimated $2.91K and leaving 457 shares worth $41.9K. The position accounts for 0.03% of the portfolio, ranked #301.

Bruce G. Allen Investments first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $78.4K in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Bruce G. Allen Investments held 457 shares of KKR & Co worth $41.9K as of Q2 2026.
  • Bruce G. Allen Investments sold 30 KKR & Co shares in Q2 2026, an estimated $2.91K.
  • KKR & Co made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #301 holding.
  • Bruce G. Allen Investments first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's KKR & Co position peaked at $78.4K in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.