Capstone Investment Advisors
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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 		$786K Buy
8,500
+1,700
+25% +$179K ﹤0.01% 947
2025
Q4 		$867K Sell
6,800
-9,500
-58% -$1.18M ﹤0.01% 921
2025
Q3 		$2.12M Buy
16,300
+7,500
+85% +$1.06M ﹤0.01% 746
2025
Q2 		$1.17M Sell
8,800
-9,500
-52% -$1.11M ﹤0.01% 805
2025
Q1 		$2.12M Buy
18,300
+2,600
+17% +$358K 0.01% 666
2024
Q4 		$2.32M Buy
15,700
+10,300
+191% +$1.51M 0.01% 802
2024
Q3 		$705K Buy
+5,400
New +$639K ﹤0.01% 1097

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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. 1,279 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.
  • 1,279 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.