CP
KKR icon

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
Q3 		$5.57M Buy
60,980
+13,014
+27% +$1.33M 2.44% 5
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

Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perennial Advisors
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Castleview Partners's KKR Position: Q3 2026 in Review

Castleview Partners increased its KKR & Co (KKR) stake by 27% in Q3 2026, buying an estimated $1.33M and bringing the position to 60,980 shares worth $5.57M. The position accounts for 2.44% of the portfolio, ranked #5.

Castleview Partners first reported a position in KKR in Q3 2022 and has held it in 12 quarters since. 182 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Castleview Partners held 60,980 shares of KKR & Co worth $5.57M as of Q3 2026.
  • Castleview Partners bought 13,014 KKR & Co shares in Q3 2026, an estimated $1.33M.
  • KKR & Co made up 2.44% of Castleview Partners's portfolio in Q3 2026, its #5 holding.
  • Castleview Partners first reported a position in KKR & Co in Q3 2022 and has held it in 12 quarters since.
  • 182 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.