Capstone Investment Advisors
KKR icon

Capstone Investment Advisors’s KKR & Co KKR Stock Holding History

Capstone Investment Advisors’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 		$12.8M Buy
138,291
+100,605
+267% +$10.6M 0.02% 252
2025
Q4 		$4.8M Buy
37,686
+3,531
+10% +$439K 0.01% 378
2025
Q3 		$4.44M Buy
34,155
+13,509
+65% +$1.92M 0.01% 504
2025
Q2 		$2.75M Sell
20,646
-160,393
-89% -$18.8M 0.01% 544
2025
Q1 		$20.9M Buy
181,039
+170,902
+1,686% +$23.5M 0.06% 163
2024
Q4 		$1.5M Buy
10,137
+272
+3% +$39.9K ﹤0.01% 932
2024
Q3 		$1.29M Sell
9,865
-3,417
-26% -$404K ﹤0.01% 880
2024
Q2 		$1.4M Buy
13,282
+10,772
+429% +$1.1M ﹤0.01% 852
2024
Q1 		$252K Buy
+2,510
New +$231K ﹤0.01% 1910
2023
Q4 		– Sell
-3,413
Closed -$210K – 2252
2023
Q3 		$210K Buy
+3,413
New +$207K ﹤0.01% 1792

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return

Capstone Investment Advisors's KKR Position: Q1 2026 in Review

Capstone Investment Advisors increased its KKR & Co (KKR) stake by 267% in Q1 2026, buying an estimated $10.6M and bringing the position to 138,291 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #252.

Capstone Investment Advisors first reported a position in KKR in Q3 2023 and has held it in 10 quarters since. The position peaked at $20.9M in Q1 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Capstone Investment Advisors held 138,291 shares of KKR & Co worth $12.8M as of Q1 2026.
  • Capstone Investment Advisors bought 100,605 KKR & Co shares in Q1 2026, an estimated $10.6M.
  • KKR & Co made up 0.02% of Capstone Investment Advisors's portfolio in Q1 2026, its #252 holding.
  • Capstone Investment Advisors first reported a position in KKR & Co in Q3 2023 and has held it in 10 quarters since.
  • Capstone Investment Advisors's KKR & Co position peaked at $20.9M in Q1 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.