CP
KKR icon

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
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

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.