Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s KKR & Co KKR Stock Holding History

Capital Fund Management (CFM)’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 		$7.24M Sell
78,300
-75,600
-49% -$7.97M 0.03% 714
2025
Q4 		$19.6M Buy
153,900
+31,600
+26% +$3.93M 0.05% 499
2025
Q3 		$15.9M Sell
122,300
-111,300
-48% -$15.8M 0.04% 620
2025
Q2 		$31.1M Buy
233,600
+69,300
+42% +$8.11M 0.09% 333
2025
Q1 		$19M Buy
164,300
+73,600
+81% +$10.1M 0.05% 458
2024
Q4 		$13.4M Buy
90,700
+48,700
+116% +$7.15M 0.03% 622
2024
Q3 		$5.48M Sell
42,000
-69,000
-62% -$8.16M 0.02% 977
2024
Q2 		$11.7M Buy
111,000
+88,300
+389% +$8.99M 0.03% 612
2024
Q1 		$2.28M Sell
22,700
-36,700
-62% -$3.38M 0.01% 1381
2023
Q4 		$4.92M Buy
+59,400
New +$4.02M 0.01% 1097
2022
Q2 		– Sell
-23,800
Closed -$1.39M – 1544
2022
Q1 		$1.39M Sell
23,800
-40,800
-63% -$2.57M 0.01% 1065
2021
Q4 		$4.81M Buy
64,600
+48,600
+304% +$3.59M 0.03% 653
2021
Q3 		$974K Buy
+16,000
New +$1M 0.01% 1192
2021
Q2 		– Sell
-12,800
Closed -$625K – 1542
2021
Q1 		$625K Buy
+12,800
New +$573K 0.01% 1081

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 Fund Management (CFM)'s KKR Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its KKR & Co (KKR) stake by 1,199% in Q1 2026, buying an estimated $25.6M and bringing the position to 262,903 shares worth $24.3M. The position accounts for 0.11% of the portfolio, ranked #249.

Capital Fund Management (CFM) first reported a position in KKR in Q3 2021 and has held it in 10 quarters since. The position peaked at $31.9M in Q1 2022. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Capital Fund Management (CFM) held 262,903 shares of KKR & Co worth $24.3M as of Q1 2026.
  • Capital Fund Management (CFM) bought 242,664 KKR & Co shares in Q1 2026, an estimated $25.6M.
  • KKR & Co made up 0.11% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #249 holding.
  • Capital Fund Management (CFM) first reported a position in KKR & Co in Q3 2021 and has held it in 10 quarters since.
  • Capital Fund Management (CFM)'s KKR & Co position peaked at $31.9M in Q1 2022.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.