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Curi RMB Capital’s KKR & Co KKR Stock Holding History

Curi RMB Capital’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 		$508K Sell
5,532
-3,396
-38% -$329K 0.01% 599
2026
Q1 		$826K Buy
+8,928
New +$941K 0.01% 481

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

Curi RMB Capital's KKR Position: Q2 2026 in Review

Curi RMB Capital reduced its KKR & Co (KKR) stake by 38% in Q2 2026, selling an estimated $329K and leaving 5,532 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #599.

Curi RMB Capital first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. The position peaked at $826K in Q1 2026. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Curi RMB Capital held 5,532 shares of KKR & Co worth $508K as of Q2 2026.
  • Curi RMB Capital sold 3,396 KKR & Co shares in Q2 2026, an estimated $329K.
  • KKR & Co made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #599 holding.
  • Curi RMB Capital first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
  • Curi RMB Capital's KKR & Co position peaked at $826K in Q1 2026.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.