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Capital Counsel’s KKR & Co KKR Stock Holding History

Capital Counsel’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 		$734K Hold
7,936
– – 0.03% 35
2025
Q4 		$1.01M Hold
7,936
– – 0.04% 32
2025
Q3 		$1.03M Sell
7,936
-415
-5% -$58.9K 0.04% 33
2025
Q2 		$1.11M Sell
8,351
-1,888
-18% -$221K 0.05% 30
2025
Q1 		$1.18M Buy
+10,239
New +$1.41M 0.05% 29

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Counsel's KKR Position: Q1 2026 in Review

Capital Counsel held its KKR & Co (KKR) position steady in Q1 2026 at 7,936 shares worth $734K. The position accounts for 0.03% of the portfolio, ranked #35.

Capital Counsel first reported a position in KKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q1 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Capital Counsel held 7,936 shares of KKR & Co worth $734K as of Q1 2026.
  • Capital Counsel left its KKR & Co share count unchanged in Q1 2026.
  • KKR & Co made up 0.03% of Capital Counsel's portfolio in Q1 2026, its #35 holding.
  • Capital Counsel first reported a position in KKR & Co in Q1 2025 and has held it in 5 quarters since.
  • Capital Counsel's KKR & Co position peaked at $1.18M in Q1 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Capital Counsel's 13F filing for Q1 2026, filed 15 May 2026.