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CGC Financial Services’s KKR & Co KKR Stock Holding History

CGC Financial Services’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 		$29.8K Hold
325
– – 0.01% 160
2026
Q1 		$30.1K Hold
325
– – 0.01% 151
2025
Q4 		$41.4K Hold
325
– – 0.01% 141
2025
Q3 		$42.2K Hold
325
– – 0.01% 133
2025
Q2 		$43.2K Hold
325
– – 0.01% 128
2025
Q1 		$37.6K Hold
325
– – 0.01% 123
2024
Q4 		$48.1K Hold
325
– – 0.02% 110
2024
Q3 		$42.4K Hold
325
– – 0.02% 116
2024
Q2 		$34.2K Hold
325
– – 0.01% 123
2024
Q1 		$32.7K Buy
+325
New +$29.9K 0.02% 127

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

CGC Financial Services's KKR Position: Q2 2026 in Review

CGC Financial Services held its KKR & Co (KKR) position steady in Q2 2026 at 325 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #160.

CGC Financial Services first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $48.1K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • CGC Financial Services held 325 shares of KKR & Co worth $29.8K as of Q2 2026.
  • CGC Financial Services left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #160 holding.
  • CGC Financial Services first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
  • CGC Financial Services's KKR & Co position peaked at $48.1K in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.