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Concorde Asset Management’s KKR & Co KKR Stock Holding History

Concorde Asset Management’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
-1,764
Closed -$225K – 232
2025
Q4 		$225K Sell
1,764
-246
-12% -$30.6K 0.09% 208
2025
Q3 		$251K Buy
+2,010
New +$285K 0.11% 188
2025
Q1 		$221K Buy
2,003
+1
+0% +$138 0.12% 153
2024
Q4 		$296K Hold
2,002
– – 0.15% 122
2024
Q3 		$261K Sell
2,002
-132
-6% -$15.6K 0.15% 128
2024
Q2 		$225K Buy
+2,134
New +$217K 0.14% 140
2021
Q3 		– Sell
-42,252
Closed -$2.5M – 208
2021
Q2 		$2.5M Buy
+42,252
New +$2.34M 1.41% 19

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 $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return

Concorde Asset Management's KKR Position: Q1 2026 in Review

Concorde Asset Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,764 shares — an estimated $225K sold.

Concorde Asset Management first reported a position in KKR in Q2 2021 and held it in 7 quarters. The position peaked at $2.5M in Q2 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Concorde Asset Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 1,764 KKR & Co shares in Q1 2026, an estimated $225K.
  • Concorde Asset Management first reported a position in KKR & Co in Q2 2021 and held it in 7 quarters.
  • Concorde Asset Management's KKR & Co position peaked at $2.5M in Q2 2021.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.