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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Castleview Partners's KKR Position: Q1 2026 in Review

Castleview Partners increased its KKR & Co (KKR) stake by 85% in Q1 2026, buying an estimated $1.77M and bringing the position to 36,761 shares worth $3.4M. The position accounts for 1.74% of the portfolio, ranked #11.

Castleview Partners first reported a position in KKR in Q3 2022 and has held it in 10 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Castleview Partners held 36,761 shares of KKR & Co worth $3.4M as of Q1 2026.
Castleview Partners bought 16,837 KKR & Co shares in Q1 2026, an estimated $1.77M.
KKR & Co made up 1.74% of Castleview Partners's portfolio in Q1 2026, its #11 holding.
Castleview Partners first reported a position in KKR & Co in Q3 2022 and has held it in 10 quarters since.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.