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Clayton Financial Group’s KKR & Co KKR Stock Holding History

Clayton Financial 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
Q1 		– Sell
-43
Closed -$5.48K – 626
2025
Q4 		$5.48K Buy
+43
New +$5.35K ﹤0.01% 296

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 $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return

Clayton Financial Group's KKR Position: Q1 2026 in Review

Clayton Financial Group sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 43 shares — an estimated $5.48K sold.

Clayton Financial Group first reported a position in KKR in Q4 2025 and held it in 1 quarter. The position peaked at $5.48K in Q4 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Clayton Financial Group reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Clayton Financial Group sold 43 KKR & Co shares in Q1 2026, an estimated $5.48K.
  • Clayton Financial Group first reported a position in KKR & Co in Q4 2025 and held it in 1 quarter.
  • Clayton Financial Group's KKR & Co position peaked at $5.48K in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.