CM
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Caption Management’s KKR & Co KKR Stock Holding History

Caption Management’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 		– Sell
-10,000
Closed -$1.27M – 1822
2025
Q4 		$1.27M Buy
10,000
+2,800
+39% +$348K 0.01% 975
2025
Q3 		$936K Buy
7,200
+2,000
+38% +$284K 0.01% 1130
2025
Q2 		$692K Sell
5,200
-4,925
-49% -$577K 0.01% 1034
2025
Q1 		$1.17M Sell
10,125
-16,875
-63% -$2.32M 0.01% 863
2024
Q4 		$3.99M Buy
27,000
+14,600
+118% +$2.14M 0.04% 440
2024
Q3 		$1.62M Buy
+12,400
New +$1.47M 0.03% 633
2024
Q2 		– Sell
-24,500
Closed -$2.49M – 1347
2024
Q1 		$2.46M Buy
+24,500
New +$2.25M 0.04% 475
2023
Q3 		– Sell
-6,600
Closed -$401K – 1399
2023
Q2 		$370K Sell
6,600
-24,246
-79% -$1.27M 0.01% 866
2023
Q1 		$1.62M Buy
+30,846
New +$1.66M 0.03% 510
2022
Q3 		– Sell
-9,200
Closed -$465K – 1681
2022
Q2 		$426K Buy
+9,200
New +$483K 0.01% 1104
2019
Q3 		– Sell
-9,500
Closed -$240K – 804
2019
Q2 		$240K Buy
+9,500
New +$227K 0.01% 548
2019
Q1 		– Sell
-15,000
Closed -$295K – 654
2018
Q4 		$295K Buy
+15,000
New +$343K 0.02% 382
2018
Q3 		– Sell
-45,000
Closed -$1.12M – 577
2018
Q2 		$1.12M Buy
+45,000
New +$1,000K 0.09% 242

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 $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return

Caption Management's KKR Position: Q1 2026 in Review

Caption Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 10,000 shares — an estimated $1.27M sold.

Caption Management first reported a position in KKR in Q2 2018 and held it in 13 quarters. The position peaked at $3.99M in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Caption Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Caption Management sold 10,000 KKR & Co shares in Q1 2026, an estimated $1.27M.
  • Caption Management first reported a position in KKR & Co in Q2 2018 and held it in 13 quarters.
  • Caption Management's KKR & Co position peaked at $3.99M in Q4 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.