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Coastline Trust’s KKR & Co KKR Stock Holding History

Coastline Trust’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
Q3 		$98.8K Sell
1,082
-130
-11% -$13.3K 0.01% 219
2026
Q2 		$111K Sell
1,212
-2,131
-64% -$207K 0.01% 235
2026
Q1 		$309K Sell
3,343
-1,786
-35% -$188K 0.03% 182
2025
Q4 		$654K Sell
5,129
-1,158
-18% -$144K 0.06% 153
2025
Q3 		$817K Sell
6,287
-1,372
-18% -$195K 0.09% 131
2025
Q2 		$1.02M Sell
7,659
-25,884
-77% -$3.03M 0.12% 123
2025
Q1 		$3.88M Buy
33,543
+150
+0.4% +$20.6K 0.48% 46
2024
Q4 		$4.94M Buy
33,393
+11,193
+50% +$1.64M 0.58% 38
2024
Q3 		$2.9M Buy
22,200
+8,481
+62% +$1M 0.34% 67
2024
Q2 		$1.44M Buy
+13,719
New +$1.4M 0.17% 113

Other funds holding KKR

FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Coastline Trust's KKR Position: Q3 2026 in Review

Coastline Trust reduced its KKR & Co (KKR) stake by 11% in Q3 2026, selling an estimated $13.3K and leaving 1,082 shares worth $98.8K. The position accounts for 0.01% of the portfolio, ranked #219.

Coastline Trust first reported a position in KKR in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.94M in Q4 2024. 107 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Coastline Trust held 1,082 shares of KKR & Co worth $98.8K as of Q3 2026.
  • Coastline Trust sold 130 KKR & Co shares in Q3 2026, an estimated $13.3K.
  • KKR & Co made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #219 holding.
  • Coastline Trust first reported a position in KKR & Co in Q2 2024 and has held it in 10 quarters since.
  • Coastline Trust's KKR & Co position peaked at $4.94M in Q4 2024.
  • 107 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.