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Castleview Partners’s KKR & Co KKR Stock Holding History

Castleview 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 		$4.4M Buy
47,966
+11,205
+30% +$1.09M 1.93% 11
2026
Q1 		$3.4M Buy
36,761
+16,837
+85% +$1.77M 1.74% 11
2025
Q4 		$2.54M Buy
+19,924
New +$2.48M 1.26% 16
2024
Q3 		– Sell
-7
Closed -$737 – 741
2024
Q2 		$737 Sell
7
-4
-36% -$407 ﹤0.01% 834
2024
Q1 		$1.11K Sell
11
-9
-45% -$828 ﹤0.01% 788
2023
Q4 		$1.66K Hold
20
– – ﹤0.01% 721
2023
Q3 		$1.23K Hold
20
– – ﹤0.01% 599
2023
Q2 		$1.12K Sell
20
-10
-33% -$524 ﹤0.01% 627
2023
Q1 		$1.58K Buy
30
+4
+15% +$215 ﹤0.01% 581
2022
Q4 		$1.21K Buy
26
+5
+24% +$244 ﹤0.01% 540
2022
Q3 		$1K Buy
+21
New +$1.06K ﹤0.01% 572

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

Castleview Partners's KKR Position: Q2 2026 in Review

Castleview Partners increased its KKR & Co (KKR) stake by 30% in Q2 2026, buying an estimated $1.09M and bringing the position to 47,966 shares worth $4.4M. The position accounts for 1.93% of the portfolio, ranked #11.

Castleview Partners first reported a position in KKR in Q3 2022 and has held it in 11 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Castleview Partners held 47,966 shares of KKR & Co worth $4.4M as of Q2 2026.
  • Castleview Partners bought 11,205 KKR & Co shares in Q2 2026, an estimated $1.09M.
  • KKR & Co made up 1.93% of Castleview Partners's portfolio in Q2 2026, its #11 holding.
  • Castleview Partners first reported a position in KKR & Co in Q3 2022 and has held it in 11 quarters since.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.