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Cromwell Holdings’s KKR & Co KKR Stock Holding History

Cromwell Holdings’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 		$90.1K Sell
982
-461
-32% -$44.7K 0.04% 376
2026
Q1 		$133K Sell
1,443
-684
-32% -$72.1K 0.08% 265
2025
Q4 		$271K Buy
2,127
+1,493
+235% +$186K 0.15% 130
2025
Q3 		$82.4K Hold
634
– – 0.04% 363
2025
Q2 		$84.3K Sell
634
-256
-29% -$30K 0.05% 341
2025
Q1 		$103K Sell
890
-393
-31% -$54.1K 0.07% 285
2024
Q4 		$190K Hold
1,283
– – 0.11% 168
2024
Q3 		$168K Buy
1,283
+580
+83% +$68.6K 0.11% 193
2024
Q2 		$74K Buy
+703
New +$71.6K 0.04% 352

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Cromwell Holdings's KKR Position: Q2 2026 in Review

Cromwell Holdings reduced its KKR & Co (KKR) stake by 32% in Q2 2026, selling an estimated $44.7K and leaving 982 shares worth $90.1K. The position accounts for 0.04% of the portfolio, ranked #376.

Cromwell Holdings first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $271K in Q4 2025. 276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Cromwell Holdings held 982 shares of KKR & Co worth $90.1K as of Q2 2026.
  • Cromwell Holdings sold 461 KKR & Co shares in Q2 2026, an estimated $44.7K.
  • KKR & Co made up 0.04% of Cromwell Holdings's portfolio in Q2 2026, its #376 holding.
  • Cromwell Holdings first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's KKR & Co position peaked at $271K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.