Choate Investment Advisors’s KKR & Co KKR Stock Holding History

Choate Investment Advisors’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	$1.32M	Buy	14,343 +582	+4%	+$56.4K	0.02%	217
2026 Q1	$1.27M	Sell	13,761 -200	-1%	-$21.1K	0.02%	207
2025 Q4	$1.78M	Hold	13,961	–	–	0.03%	174
2025 Q3	$1.81M	Hold	13,961	–	–	0.04%	155
2025 Q2	$1.86M	Buy	13,961 +5	+0%	+$585	0.04%	149
2025 Q1	$1.61M	Hold	13,956	–	–	0.04%	146
2024 Q4	$2.06M	Buy	13,956 +233	+2%	+$34.2K	0.05%	132
2024 Q3	$1.79M	Hold	13,723	–	–	0.05%	146
2024 Q2	$1.44M	Hold	13,723	–	–	0.04%	157
2024 Q1	$1.38M	Hold	13,723	–	–	0.04%	165
2023 Q4	$1.14M	Hold	13,723	–	–	0.04%	168
2023 Q3	$845K	Buy	+13,723	New	+$833K	0.03%	186

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

Choate Investment Advisors's KKR Position: Q2 2026 in Review

Choate Investment Advisors increased its KKR & Co (KKR) stake by 4.2% in Q2 2026, buying an estimated $56.4K and bringing the position to 14,343 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #217.

Choate Investment Advisors first reported a position in KKR in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.06M in Q4 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Choate Investment Advisors held 14,343 shares of KKR & Co worth $1.32M as of Q2 2026.
Choate Investment Advisors bought 582 KKR & Co shares in Q2 2026, an estimated $56.4K.
KKR & Co made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #217 holding.
Choate Investment Advisors first reported a position in KKR & Co in Q3 2023 and has held it in 12 quarters since.
Choate Investment Advisors's KKR & Co position peaked at $2.06M in Q4 2024.
1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.