Caprock Group’s KKR & Co KKR Stock Holding History

Caprock Group’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	$733K	Buy	7,986 +3,291	+70%	+$319K	0.01%	729
2026 Q1	$434K	Sell	4,695 -5,349	-53%	-$564K	0.01%	793
2025 Q4	$1.28M	Buy	10,044 +3,850	+62%	+$479K	0.03%	539
2025 Q3	$864K	Buy	+6,194	New	+$879K	0.02%	620
2025 Q1	$992K	Buy	8,583 +1,018	+13%	+$140K	0.03%	466
2024 Q4	$1.12M	Buy	7,565 +1,453	+24%	+$213K	0.04%	395
2024 Q3	$798K	Buy	6,112 +2,651	+77%	+$314K	0.03%	449
2024 Q2	$364K	Buy	3,461 +978	+39%	+$99.6K	0.01%	626
2024 Q1	$250K	Buy	2,483 +54	+2%	+$4.97K	0.01%	614
2023 Q4	$201K	Buy	+2,429	New	+$164K	0.01%	649
2022 Q1	–	Sell	-3,150	Closed	-$235K	–	626
2021 Q4	$235K	Sell	3,150 -200	-6%	-$14.8K	0.02%	507
2021 Q3	$204K	Buy	+3,350	New	+$210K	0.02%	499
2017 Q2	–	Sell	-15,300	Closed	-$279K	–	450
2017 Q1	$279K	Hold	15,300	–	–	0.07%	262
2016 Q4	$235K	Hold	15,300	–	–	0.06%	277
2016 Q3	$218K	Hold	15,300	–	–	0.05%	314
2016 Q2	$189K	Sell	15,300 -5,500	-26%	-$73.6K	0.05%	263
2016 Q1	$306K	Buy	+20,800	New	+$283K	0.07%	225

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

Caprock Group's KKR Position: Q2 2026 in Review

Caprock Group increased its KKR & Co (KKR) stake by 70% in Q2 2026, buying an estimated $319K and bringing the position to 7,986 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #729.

Caprock Group first reported a position in KKR in Q1 2016 and has held it in 17 quarters since. The position peaked at $1.28M in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Caprock Group held 7,986 shares of KKR & Co worth $733K as of Q2 2026.
Caprock Group bought 3,291 KKR & Co shares in Q2 2026, an estimated $319K.
KKR & Co made up 0.01% of Caprock Group's portfolio in Q2 2026, its #729 holding.
Caprock Group first reported a position in KKR & Co in Q1 2016 and has held it in 17 quarters since.
Caprock Group's KKR & Co position peaked at $1.28M in Q4 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.