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Callan Family Office’s KKR & Co KKR Stock Holding History

Callan Family Office’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 		$1.04M Sell
11,317
-557
-5% -$54K 0.02% 587
2026
Q1 		$1.1M Sell
11,874
-8,086
-41% -$852K 0.02% 536
2025
Q4 		$2.54M Buy
19,960
+5,004
+33% +$622K 0.05% 307
2025
Q3 		$1.94M Sell
14,956
-3,028
-17% -$430K 0.06% 268
2025
Q2 		$2.39M Buy
17,984
+13,353
+288% +$1.56M 0.08% 252
2025
Q1 		$535K Buy
4,631
+2,634
+132% +$362K 0.04% 311
2024
Q4 		$295K Buy
+1,997
New +$293K 0.02% 488

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

Callan Family Office's KKR Position: Q2 2026 in Review

Callan Family Office reduced its KKR & Co (KKR) stake by 4.7% in Q2 2026, selling an estimated $54K and leaving 11,317 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #587.

Callan Family Office first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.54M in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Callan Family Office held 11,317 shares of KKR & Co worth $1.04M as of Q2 2026.
  • Callan Family Office sold 557 KKR & Co shares in Q2 2026, an estimated $54K.
  • KKR & Co made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #587 holding.
  • Callan Family Office first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's KKR & Co position peaked at $2.54M in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.