CAZ Investments’s KKR & Co KKR Stock Holding History

CAZ Investments’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	$18.4M	Buy	+200,000	New	+$19.4M	4.05%	5

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

CAZ Investments's KKR Position: Q2 2020 in Review

CAZ Investments sold out of KKR & Co (KKR) in Q2 2020, closing a stake of 27,700 shares — an estimated $650K sold.

CAZ Investments first reported a position in KKR in Q1 2019 and held it in 5 quarters. The position peaked at $650K in Q1 2020. 502 funds tracked by Wall St. Rank hold KKR as of Q2 2020.

CAZ Investments reported no remaining KKR & Co position as of Q2 2020 after selling out during the quarter.
CAZ Investments sold 27,700 KKR & Co shares in Q2 2020, an estimated $650K.
CAZ Investments first reported a position in KKR & Co in Q1 2019 and held it in 5 quarters.
CAZ Investments's KKR & Co position peaked at $650K in Q1 2020.
502 funds tracked by Wall St. Rank held KKR & Co as of Q2 2020.

Based on CAZ Investments's 13F filing for Q2 2020, filed 12 Aug 2020.