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Capital Group Investment Management’s KKR & Co KKR Stock Holding History

Capital Group 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
Q2 		$2.41M Buy
26,221
+2,037
+8% +$198K 0.36% 67
2026
Q1 		$2.24M Buy
24,184
+6,075
+34% +$640K 0.38% 72
2025
Q4 		$2.31M Buy
18,109
+15,927
+730% +$1.98M 0.37% 68
2025
Q3 		$284K Sell
2,182
-2,882
-57% -$409K 0.05% 137
2025
Q2 		$674K Buy
+5,064
New +$593K 0.12% 124
2024
Q2 		– Sell
-14,396
Closed -$1.45M – 164
2024
Q1 		$1.45M Sell
14,396
-63,118
-81% -$5.8M 0.26% 100
2023
Q4 		$6.42M Sell
77,514
-109,342
-59% -$7.4M 0.67% 47
2023
Q3 		$11.5M Sell
186,856
-64,144
-26% -$3.9M 0.75% 52
2023
Q2 		$14.1M Hold
251,000
– – 0.7% 63
2023
Q1 		$13.2M Buy
+251,000
New +$13.5M 0.71% 63

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

Capital Group Investment Management's KKR Position: Q2 2026 in Review

Capital Group Investment Management increased its KKR & Co (KKR) stake by 8.4% in Q2 2026, buying an estimated $198K and bringing the position to 26,221 shares worth $2.41M. The position accounts for 0.36% of the portfolio, ranked #67.

Capital Group Investment Management first reported a position in KKR in Q1 2023 and has held it in 10 quarters since. The position peaked at $14.1M in Q2 2023. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Capital Group Investment Management held 26,221 shares of KKR & Co worth $2.41M as of Q2 2026.
  • Capital Group Investment Management bought 2,037 KKR & Co shares in Q2 2026, an estimated $198K.
  • KKR & Co made up 0.36% of Capital Group Investment Management's portfolio in Q2 2026, its #67 holding.
  • Capital Group Investment Management first reported a position in KKR & Co in Q1 2023 and has held it in 10 quarters since.
  • Capital Group Investment Management's KKR & Co position peaked at $14.1M in Q2 2023.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Capital Group Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.