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Capricorn Fund Managers’s KKR & Co KKR Stock Holding History

Capricorn Fund Managers’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 		$42.2M Buy
460,100
+248,100
+117% +$24.1M 3.33% 2
2026
Q1 		$19.6M Buy
+212,000
New +$22.3M 3.06% 5

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

Capricorn Fund Managers's KKR Position: Q2 2026 in Review

Capricorn Fund Managers increased its KKR & Co (KKR) stake by 117% in Q2 2026, buying an estimated $24.1M and bringing the position to 460,100 shares worth $42.2M. The position accounts for 3.33% of the portfolio, ranked #2.

Capricorn Fund Managers first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Capricorn Fund Managers held 460,100 shares of KKR & Co worth $42.2M as of Q2 2026.
  • Capricorn Fund Managers bought 248,100 KKR & Co shares in Q2 2026, an estimated $24.1M.
  • KKR & Co made up 3.33% of Capricorn Fund Managers's portfolio in Q2 2026, its #2 holding.
  • Capricorn Fund Managers first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.