CSP
KKR icon

Cary Street Partners’s KKR & Co KKR Stock Holding History

Cary Street 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 		$743K Buy
8,097
+2,517
+45% +$244K 0.02% 566
2026
Q1 		$516K Buy
5,580
+630
+13% +$66.4K 0.01% 584
2025
Q4 		$631K Buy
4,950
+35
+0.7% +$4.35K 0.02% 546
2025
Q3 		$639K Sell
4,915
-45
-0.9% -$6.39K 0.02% 521
2025
Q2 		$660K Sell
4,960
-88
-2% -$10.3K 0.02% 494
2025
Q1 		$584K Sell
5,048
-70
-1% -$9.63K 0.02% 499
2024
Q4 		$757K Buy
+5,118
New +$751K 0.02% 434

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 $3.37T AUM 44.26% 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

Cary Street Partners's KKR Position: Q2 2026 in Review

Cary Street Partners increased its KKR & Co (KKR) stake by 45% in Q2 2026, buying an estimated $244K and bringing the position to 8,097 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #566.

Cary Street Partners first reported a position in KKR in Q4 2024 and has held it in 7 quarters since. The position peaked at $757K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Cary Street Partners held 8,097 shares of KKR & Co worth $743K as of Q2 2026.
  • Cary Street Partners bought 2,517 KKR & Co shares in Q2 2026, an estimated $244K.
  • KKR & Co made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #566 holding.
  • Cary Street Partners first reported a position in KKR & Co in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's KKR & Co position peaked at $757K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.