Carmel Capital Partners’s KKR & Co KKR Stock Holding History

Carmel Capital Partners’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	$544K	Buy	+5,923	New	+$574K	0.18%	84
2025 Q3	–	Sell	-1,983	Closed	-$264K	–	134
2025 Q2	$264K	Buy	1,983 +216	+12%	+$25.3K	0.09%	123
2025 Q1	$204K	Hold	1,767	–	–	0.08%	144
2024 Q4	$261K	Sell	1,767 -52	-3%	-$7.63K	0.11%	126
2024 Q3	$238K	Buy	+1,819	New	+$215K	0.09%	148
2023 Q4	–	Sell	-2,436	Closed	-$150K	–	438
2023 Q3	$150K	Buy	2,436 +512	+27%	+$31.1K	0.07%	168
2023 Q2	$108K	Hold	1,924	–	–	0.06%	163
2023 Q1	$101K	Buy	+1,924	New	+$103K	0.06%	186

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

Carmel Capital Partners's KKR Position: Q2 2026 in Review

Carmel Capital Partners opened a new position in KKR & Co (KKR) in Q2 2026: 5,923 shares worth $544K. The stake represents 0.18% of the portfolio and ranks #84 among its holdings. This is a return to the name: Carmel Capital Partners previously reported a position in KKR as recently as Q2 2025.

Carmel Capital Partners first reported a position in KKR in Q1 2023 and has held it in 8 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Carmel Capital Partners held 5,923 shares of KKR & Co worth $544K as of Q2 2026.
KKR & Co was a new Carmel Capital Partners position in Q2 2026.
KKR & Co made up 0.18% of Carmel Capital Partners's portfolio in Q2 2026, its #84 holding.
Carmel Capital Partners first reported a position in KKR & Co in Q1 2023 and has held it in 8 quarters since.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.