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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CX Institutional's KKR Position: Q2 2026 in Review

CX Institutional increased its KKR & Co (KKR) stake by 396% in Q2 2026, buying an estimated $270K and bringing the position to 3,487 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #604.

CX Institutional first reported a position in KKR in Q2 2018 and has held it in 15 quarters since. The position peaked at $401K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

CX Institutional held 3,487 shares of KKR & Co worth $320K as of Q2 2026.
CX Institutional bought 2,784 KKR & Co shares in Q2 2026, an estimated $270K.
KKR & Co made up 0.01% of CX Institutional's portfolio in Q2 2026, its #604 holding.
CX Institutional first reported a position in KKR & Co in Q2 2018 and has held it in 15 quarters since.
CX Institutional's KKR & Co position peaked at $401K in Q4 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.