Cerity Partners
KKR icon

Cerity Partners’s KKR & Co KKR Stock Holding History

Cerity 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 		$40.6M Buy
438,847
+234,996
+115% +$24.8M 0.06% 281
2025
Q4 		$26M Buy
203,851
+7,223
+4% +$898K 0.04% 360
2025
Q3 		$25.6M Buy
196,628
+402
+0.2% +$57.1K 0.04% 335
2025
Q2 		$26.1M Buy
196,226
+10,978
+6% +$1.29M 0.05% 314
2025
Q1 		$21.4M Sell
185,248
-1,761
-0.9% -$242K 0.04% 324
2024
Q4 		$27.4M Sell
187,009
-2,951
-2% -$433K 0.06% 261
2024
Q3 		$24.8M Buy
189,960
+8,333
+5% +$986K 0.05% 273
2024
Q2 		$19.1M Sell
181,627
-10,763
-6% -$1.1M 0.05% 287
2024
Q1 		$18.4M Sell
192,390
-32,705
-15% -$3.01M 0.05% 312
2023
Q4 		$18.6M Buy
225,095
+3,304
+1% +$224K 0.06% 256
2023
Q3 		$13.7M Sell
221,791
-7,445
-3% -$452K 0.07% 247
2023
Q2 		$12.8M Buy
229,236
+2,719
+1% +$142K 0.05% 316
2023
Q1 		$17.2M Buy
226,517
+218,542
+2,740% +$11.7M 0.04% 260
2022
Q4 		$376K Buy
+7,975
New +$389K ﹤0.01% 1063
2019
Q1 		– Sell
-10,355
Closed -$203K – 552
2018
Q4 		$203K Hold
10,355
– – 0.01% 482
2018
Q3 		$282K Buy
+10,355
New +$277K 0.02% 432
2018
Q2 		– Sell
-10,885
Closed -$221K – 562
2018
Q1 		$221K Sell
10,885
-485
-4% -$10.8K 0.02% 485
2017
Q4 		$239K Hold
11,370
– – 0.02% 496
2017
Q3 		$231K Buy
+11,370
New +$216K 0.02% 502

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cerity Partners's KKR Position: Q1 2026 in Review

Cerity Partners increased its KKR & Co (KKR) stake by 115% in Q1 2026, buying an estimated $24.8M and bringing the position to 438,847 shares worth $40.6M. The position accounts for 0.06% of the portfolio, ranked #281.

Cerity Partners first reported a position in KKR in Q3 2017 and has held it in 19 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Cerity Partners held 438,847 shares of KKR & Co worth $40.6M as of Q1 2026.
  • Cerity Partners bought 234,996 KKR & Co shares in Q1 2026, an estimated $24.8M.
  • KKR & Co made up 0.06% of Cerity Partners's portfolio in Q1 2026, its #281 holding.
  • Cerity Partners first reported a position in KKR & Co in Q3 2017 and has held it in 19 quarters since.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.