Canandaigua National Trust of Florida’s KKR & Co KKR Stock Holding History

Canandaigua National Trust of Florida’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	$485K	Buy	+5,240	New	+$552K	0.39%	73

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return

Canandaigua National Trust of Florida's KKR Position: Q1 2026 in Review

Canandaigua National Trust of Florida opened a new position in KKR & Co (KKR) in Q1 2026: 5,240 shares worth $485K. The stake represents 0.39% of the portfolio and ranks #73 among its holdings.

1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Canandaigua National Trust of Florida held 5,240 shares of KKR & Co worth $485K as of Q1 2026.
KKR & Co was a new Canandaigua National Trust of Florida position in Q1 2026.
KKR & Co made up 0.39% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #73 holding.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.