Capital Group Private Client Services’s KKR & Co KKR Stock Holding History

Capital Group Private Client Services’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	$3.82M	Sell	41,583 -1,873	-4%	-$182K	0.05%	120
2026 Q1	$4.02M	Sell	43,456 -11,889	-21%	-$1.25M	0.07%	120
2025 Q4	$7.06M	Sell	55,345 -1,505	-3%	-$187K	0.11%	104
2025 Q3	$7.39M	Sell	56,850 -202,450	-78%	-$28.7M	0.12%	100
2025 Q2	$34.5M	Buy	259,300 +58,433	+29%	+$6.84M	0.3%	78
2025 Q1	$23.2M	Buy	200,867 +20,721	+12%	+$2.85M	0.23%	99
2024 Q4	$26.6M	Buy	180,146 +53,958	+43%	+$7.92M	0.25%	97
2024 Q3	$16.5M	Sell	126,188 -2,328	-2%	-$275K	0.16%	130
2024 Q2	$13.5M	Sell	128,516 -2,236	-2%	-$228K	0.14%	132
2024 Q1	$13.2M	Sell	130,752 -4,421	-3%	-$407K	0.13%	135
2023 Q4	$11.2M	Buy	+135,173	New	+$9.15M	0.12%	134

Other funds holding KKR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Group Private Client Services's KKR Position: Q2 2026 in Review

Capital Group Private Client Services reduced its KKR & Co (KKR) stake by 4.3% in Q2 2026, selling an estimated $182K and leaving 41,583 shares worth $3.82M. The position accounts for 0.05% of the portfolio, ranked #120.

Capital Group Private Client Services first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.5M in Q2 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Capital Group Private Client Services held 41,583 shares of KKR & Co worth $3.82M as of Q2 2026.
Capital Group Private Client Services sold 1,873 KKR & Co shares in Q2 2026, an estimated $182K.
KKR & Co made up 0.05% of Capital Group Private Client Services's portfolio in Q2 2026, its #120 holding.
Capital Group Private Client Services first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
Capital Group Private Client Services's KKR & Co position peaked at $34.5M in Q2 2025.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.