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CX Institutional’s KKR & Co KKR Stock Holding History

CX Institutional’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
Q3 		$346K Buy
3,786
+299
+9% +$30.5K 0.01% 580
2026
Q2 		$320K Buy
3,487
+2,784
+396% +$270K 0.01% 604
2026
Q1 		$65K Sell
703
-2,443
-78% -$258K ﹤0.01% 929
2025
Q4 		$401K Buy
3,146
+723
+30% +$89.9K 0.01% 480
2025
Q3 		$315K Buy
2,423
+106
+5% +$15K 0.01% 556
2025
Q2 		$308K Buy
2,317
+945
+69% +$111K 0.01% 498
2025
Q1 		$159K Buy
+1,372
New +$189K 0.01% 659
2020
Q3 		– Sell
-600
Closed -$19K – 901
2020
Q2 		$19K Hold
600
– – ﹤0.01% 450
2020
Q1 		$14K Hold
600
– – ﹤0.01% 421
2019
Q4 		$18K Hold
600
– – ﹤0.01% 358
2019
Q3 		$16K Hold
600
– – ﹤0.01% 403
2019
Q2 		$15K Sell
600
-600
-50% -$14.4K ﹤0.01% 427
2019
Q1 		$28K Hold
1,200
– – ﹤0.01% 376
2018
Q4 		$24K Hold
1,200
– – 0.01% 309
2018
Q3 		$33K Hold
1,200
– – 0.01% 206
2018
Q2 		$30K Buy
+1,200
New +$26.7K 0.01% 182

Other funds holding KKR

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

CX Institutional's KKR Position: Q3 2026 in Review

CX Institutional increased its KKR & Co (KKR) stake by 8.6% in Q3 2026, buying an estimated $30.5K and bringing the position to 3,786 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #580.

CX Institutional first reported a position in KKR in Q2 2018 and has held it in 16 quarters since. The position peaked at $401K in Q4 2025. 54 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • CX Institutional held 3,786 shares of KKR & Co worth $346K as of Q3 2026.
  • CX Institutional bought 299 KKR & Co shares in Q3 2026, an estimated $30.5K.
  • KKR & Co made up 0.01% of CX Institutional's portfolio in Q3 2026, its #580 holding.
  • CX Institutional first reported a position in KKR & Co in Q2 2018 and has held it in 16 quarters since.
  • CX Institutional's KKR & Co position peaked at $401K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.