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
Q2 		$9.17M Buy
99,900
+23,500
+31% +$2.28M 0.02% 350
2026
Q1 		$7.07M Buy
76,400
+38,600
+102% +$4.07M 0.01% 356
2025
Q4 		$4.82M Sell
37,800
-37,800
-50% -$4.7M 0.01% 376
2025
Q3 		$9.82M Buy
75,600
+24,200
+47% +$3.44M 0.02% 324
2025
Q2 		$6.84M Buy
51,400
+8,200
+19% +$960K 0.02% 328
2025
Q1 		$4.99M Buy
43,200
+12,300
+40% +$1.69M 0.01% 448
2024
Q4 		$4.57M Buy
30,900
+20,800
+206% +$3.05M 0.01% 581
2024
Q3 		$1.32M Buy
+10,100
New +$1.19M ﹤0.01% 872

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's KKR Position: Q2 2026 in Review

Capstone Investment Advisors reduced its KKR & Co (KKR) stake by 15% in Q2 2026, selling an estimated $1.98M and leaving 117,885 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #321.

Capstone Investment Advisors first reported a position in KKR in Q3 2023 and has held it in 11 quarters since. The position peaked at $20.9M in Q1 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Capstone Investment Advisors held 117,885 shares of KKR & Co worth $10.8M as of Q2 2026.
  • Capstone Investment Advisors sold 20,406 KKR & Co shares in Q2 2026, an estimated $1.98M.
  • KKR & Co made up 0.02% of Capstone Investment Advisors's portfolio in Q2 2026, its #321 holding.
  • Capstone Investment Advisors first reported a position in KKR & Co in Q3 2023 and has held it in 11 quarters since.
  • Capstone Investment Advisors's KKR & Co position peaked at $20.9M in Q1 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.