Caldwell Investment Management’s KKR & Co KKR Stock Holding History

Caldwell Investment 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 Q1	$18.1M	Hold	200,000	–	–	7.09%	4
2025 Q4	$25.7M	Buy	+200,000	New	+$24.9M	15.81%	3
2025 Q3	–	Sell	-200,000	Closed	-$26.6M	–	31
2025 Q2	$26.6M	Hold	200,000	–	–	23.02%	2
2025 Q1	$22.8M	Sell	200,000 -12,400	-6%	-$1.71M	16.93%	2
2024 Q4	$31.5M	Buy	212,400 +5,900	+3%	+$866K	21.22%	1
2024 Q3	$27.3M	Buy	206,500 +6,500	+3%	+$769K	19.12%	1
2024 Q2	$21M	Hold	200,000	–	–	15.82%	1
2024 Q1	$20.1M	Hold	200,000	–	–	14.95%	2
2023 Q4	$16.6M	Hold	200,000	–	–	12.76%	2
2023 Q3	$12.2M	Hold	200,000	–	–	11.9%	2
2023 Q2	$11.2M	Hold	200,000	–	–	8.46%	3
2023 Q1	$10.5M	Hold	200,000	–	–	10.41%	2
2022 Q4	$9.3M	Hold	200,000	–	–	9.82%	4
2022 Q3	$8.67M	Hold	200,000	–	–	10.55%	4
2022 Q2	$9.26M	Hold	200,000	–	–	9.3%	5
2022 Q1	$11.8M	Hold	200,000	–	–	9.37%	5
2021 Q4	$15.1M	Buy	+200,000	New	+$14.8M	11.76%	3

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Caldwell Investment Management's KKR Position: Q1 2026 in Review

Caldwell Investment Management held its KKR & Co (KKR) position steady in Q1 2026 at 200,000 shares worth $18.1M. The position accounts for 7.09% of the portfolio, ranked #4.

Caldwell Investment Management first reported a position in KKR in Q4 2021 and has held it in 17 quarters since. The position peaked at $31.5M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Caldwell Investment Management held 200,000 shares of KKR & Co worth $18.1M as of Q1 2026.
Caldwell Investment Management left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 7.09% of Caldwell Investment Management's portfolio in Q1 2026, its #4 holding.
Caldwell Investment Management first reported a position in KKR & Co in Q4 2021 and has held it in 17 quarters since.
Caldwell Investment Management's KKR & Co position peaked at $31.5M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.