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Chicago Partners Investment Group’s KKR & Co KKR Stock Holding History

Chicago Partners Investment Group’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 		$8.18M Sell
85,222
-1,061
-1% -$103K 0.16% 109
2026
Q1 		$9.14M Buy
86,283
+11,013
+15% +$1.16M 0.2% 95
2025
Q4 		$9.13M Buy
75,270
+4,464
+6% +$555K 0.22% 85
2025
Q3 		$8.54M Buy
70,806
+2,682
+4% +$381K 0.22% 84
2025
Q2 		$10.1M Sell
68,124
-3,166
-4% -$371K 0.29% 71
2025
Q1 		$8.28M Buy
71,290
+7,750
+12% +$1.07M 0.28% 76
2024
Q4 		$9.42M Buy
63,540
+38,788
+157% +$5.69M 0.31% 70
2024
Q3 		$3.43M Sell
24,752
-4,710
-16% -$557K 0.12% 145
2024
Q2 		$3.54M Sell
29,462
-1,180
-4% -$120K 0.14% 140
2024
Q1 		$3M Sell
30,642
-218
-0.7% -$20K 0.13% 145
2023
Q4 		$2.57M Buy
30,860
+3,417
+12% +$231K 0.12% 156
2023
Q3 		$1.52M Sell
27,443
-4,000
-13% -$243K 0.08% 225
2023
Q2 		$1.85M Buy
31,443
+5,135
+20% +$269K 0.1% 200
2023
Q1 		$1.38M Buy
26,308
+2,126
+9% +$114K 0.08% 226
2022
Q4 		$1.43M Buy
24,182
+769
+3% +$37.5K 0.09% 212
2022
Q3 		$1.23M Sell
23,413
-95
-0.4% -$4.8K 0.09% 211
2022
Q2 		$1.3M Buy
23,508
+223
+1% +$11.7K 0.09% 193
2022
Q1 		$1.18M Buy
23,285
+1,421
+6% +$89.4K 0.09% 191
2021
Q4 		$1.32M Buy
21,864
+1,660
+8% +$122K 0.09% 183
2021
Q3 		$1.58M Sell
20,204
-2,612
-11% -$164K 0.11% 167
2021
Q2 		$1.41M Buy
22,816
+6,096
+36% +$338K 0.1% 166
2021
Q1 		$929K Buy
16,720
+561
+3% +$25.1K 0.08% 207
2020
Q4 		$650K Buy
16,159
+5,458
+51% +$206K 0.06% 235
2020
Q3 		$373K Buy
+10,701
New +$374K 0.04% 279

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

Chicago Partners Investment Group's KKR Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its KKR & Co (KKR) stake by 1.2% in Q2 2026, selling an estimated $103K and leaving 85,222 shares worth $8.18M. The position accounts for 0.16% of the portfolio, ranked #109.

Chicago Partners Investment Group first reported a position in KKR in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.1M in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Chicago Partners Investment Group held 85,222 shares of KKR & Co worth $8.18M as of Q2 2026.
  • Chicago Partners Investment Group sold 1,061 KKR & Co shares in Q2 2026, an estimated $103K.
  • KKR & Co made up 0.16% of Chicago Partners Investment Group's portfolio in Q2 2026, its #109 holding.
  • Chicago Partners Investment Group first reported a position in KKR & Co in Q3 2020 and has held it in 24 quarters since.
  • Chicago Partners Investment Group's KKR & Co position peaked at $10.1M in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.