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Crossmark Global Holdings’s KKR & Co KKR Stock Holding History

Crossmark Global 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 		$2.86M Buy
31,130
+203
+0.7% +$19.7K 0.04% 371
2026
Q1 		$2.86M Sell
30,927
-3,013
-9% -$318K 0.04% 353
2025
Q4 		$4.33M Buy
33,940
+5,005
+17% +$623K 0.06% 279
2025
Q3 		$3.76M Buy
28,935
+1,931
+7% +$274K 0.06% 301
2025
Q2 		$3.59M Buy
27,004
+1,099
+4% +$129K 0.06% 303
2025
Q1 		$2.99M Sell
25,905
-347
-1% -$47.7K 0.05% 315
2024
Q4 		$3.88M Sell
26,252
-528
-2% -$77.5K 0.07% 274
2024
Q3 		$3.5M Buy
26,780
+120
+0.5% +$14.2K 0.06% 294
2024
Q2 		$2.81M Buy
26,660
+21,235
+391% +$2.16M 0.05% 330
2024
Q1 		$545K Buy
5,425
+1,146
+27% +$105K 0.01% 832
2023
Q4 		$355K Buy
4,279
+374
+10% +$25.3K 0.01% 985
2023
Q3 		$243K Buy
3,905
+16
+0.4% +$972 0.01% 1117
2023
Q2 		$233K Buy
+3,889
New +$204K 0.01% 1186
2022
Q2 		– Sell
-15,940
Closed -$932K – 1312
2022
Q1 		$932K Buy
15,940
+2,860
+22% +$180K 0.02% 646
2021
Q4 		$974K Buy
13,080
+9,700
+287% +$716K 0.02% 634
2021
Q3 		$206K Buy
+3,380
New +$212K ﹤0.01% 1342

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Crossmark Global Holdings's KKR Position: Q2 2026 in Review

Crossmark Global Holdings increased its KKR & Co (KKR) stake by 0.66% in Q2 2026, buying an estimated $19.7K and bringing the position to 31,130 shares worth $2.86M. The position accounts for 0.04% of the portfolio, ranked #371.

Crossmark Global Holdings first reported a position in KKR in Q3 2021 and has held it in 16 quarters since. The position peaked at $4.33M in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Crossmark Global Holdings held 31,130 shares of KKR & Co worth $2.86M as of Q2 2026.
  • Crossmark Global Holdings bought 203 KKR & Co shares in Q2 2026, an estimated $19.7K.
  • KKR & Co made up 0.04% of Crossmark Global Holdings's portfolio in Q2 2026, its #371 holding.
  • Crossmark Global Holdings first reported a position in KKR & Co in Q3 2021 and has held it in 16 quarters since.
  • Crossmark Global Holdings's KKR & Co position peaked at $4.33M in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.