D.J. St. Germain’s KKR & Co KKR Stock Holding History

D.J. St. Germain’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	$183K	Hold	1,993	–	–	0.01%	313
2026 Q1	$184K	Hold	1,993	–	–	0.01%	301
2025 Q4	$254K	Buy	1,993 +73	+4%	+$9.08K	0.01%	287
2025 Q3	$250K	Hold	1,920	–	–	0.01%	284
2025 Q2	$255K	Hold	1,920	–	–	0.01%	272
2025 Q1	$222K	Sell	1,920 -10	-0.5%	-$1.38K	0.01%	267
2024 Q4	$285K	Buy	1,930 +20	+1%	+$2.93K	0.01%	258
2024 Q3	$249K	Sell	1,910 -63	-3%	-$7.45K	0.01%	250
2024 Q2	$208K	Sell	1,973 -10	-0.5%	-$1.02K	0.01%	259
2024 Q1	$199K	Buy	1,983 +10	+0.5%	+$920	0.01%	265
2023 Q4	$163K	Hold	1,973	–	–	0.01%	279
2023 Q3	$122K	Hold	1,973	–	–	0.01%	277
2023 Q2	$110K	Buy	+1,973	New	+$103K	0.01%	294

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

D.J. St. Germain's KKR Position: Q2 2026 in Review

D.J. St. Germain held its KKR & Co (KKR) position steady in Q2 2026 at 1,993 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #313.

D.J. St. Germain first reported a position in KKR in Q2 2023 and has held it in 13 quarters since. The position peaked at $285K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

D.J. St. Germain held 1,993 shares of KKR & Co worth $183K as of Q2 2026.
D.J. St. Germain left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.01% of D.J. St. Germain's portfolio in Q2 2026, its #313 holding.
D.J. St. Germain first reported a position in KKR & Co in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's KKR & Co position peaked at $285K in Q4 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.