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
2019 Q4	–	Sell	-440,000	Closed	-$11.8M	–	706
2019 Q3	$11.8M	Sell	440,000 -219,000	-33%	-$5.78M	0.31%	90
2019 Q2	$16.7M	Buy	659,000 +421,000	+177%	+$10.1M	0.42%	59
2019 Q1	$5.59M	Sell	238,000 -13,000	-5%	-$296K	0.14%	178
2018 Q4	$4.93M	Buy	+251,000	New	+$5.74M	0.13%	187

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

Curi RMB Capital's KKR Position: Q1 2026 in Review

Curi RMB Capital opened a new position in KKR & Co (KKR) in Q1 2026: 8,928 shares worth $826K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings.

1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Curi RMB Capital held 8,928 shares of KKR & Co worth $826K as of Q1 2026.
KKR & Co was a new Curi RMB Capital position in Q1 2026.
KKR & Co made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #481 holding.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.