Cumberland Partners’s KKR & Co KKR Stock Holding History

Cumberland Partners’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	-25,998	Closed	-$3.31M	–	175
2025 Q4	$3.31M	Buy	25,998 +207	+0.8%	+$25.7K	0.2%	93
2025 Q3	$3.35M	Buy	25,791 +22,976	+816%	+$3.26M	0.22%	80
2025 Q2	$374K	Sell	2,815 -60	-2%	-$7.02K	0.03%	157
2025 Q1	$332K	Buy	+2,875	New	+$396K	0.03%	157
2022 Q3	–	Sell	-17,000	Closed	-$787K	–	161
2022 Q2	$787K	Buy	17,000 +13,500	+386%	+$708K	0.08%	121
2022 Q1	$204K	Buy	+3,500	New	+$220K	0.02%	167
2021 Q3	–	Sell	-500	Closed	-$30K	–	197
2021 Q2	$30K	Buy	+500	New	+$27.7K	﹤0.01%	178

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cumberland Partners's KKR Position: Q1 2026 in Review

Cumberland Partners sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 25,998 shares — an estimated $3.31M sold.

Cumberland Partners first reported a position in KKR in Q2 2021 and held it in 7 quarters. The position peaked at $3.35M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Cumberland Partners reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Cumberland Partners sold 25,998 KKR & Co shares in Q1 2026, an estimated $3.31M.
Cumberland Partners first reported a position in KKR & Co in Q2 2021 and held it in 7 quarters.
Cumberland Partners's KKR & Co position peaked at $3.35M in Q3 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.