David Shaw’s KKR & Co KKR Stock Holding History

David Shaw’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	$14.7M	Buy	160,100 +117,600	+277%	+$11.4M	0.01%	1524
2026 Q1	$3.93M	Buy	42,500 +23,500	+124%	+$2.48M	﹤0.01%	2365
2025 Q4	$2.42M	Buy	19,000 +2,700	+17%	+$336K	﹤0.01%	2904
2025 Q3	$2.12M	Buy	16,300 +500	+3%	+$71K	﹤0.01%	2939
2025 Q2	$2.1M	Buy	15,800 +10,500	+198%	+$1.23M	﹤0.01%	2707
2025 Q1	$613K	Sell	5,300 -24,700	-82%	-$3.4M	﹤0.01%	3379
2024 Q4	$4.44M	Hold	30,000	–	–	﹤0.01%	2075
2024 Q3	$3.92M	Buy	+30,000	New	+$3.55M	﹤0.01%	2138
2023 Q1	–	Sell	-51,200	Closed	-$2.38M	–	4668
2022 Q4	$2.38M	Buy	+51,200	New	+$2.5M	﹤0.01%	2799
2021 Q1	–	Sell	-21,000	Closed	-$850K	–	4272
2020 Q4	$850K	Hold	21,000	–	–	﹤0.01%	3126
2020 Q3	$721K	Hold	21,000	–	–	﹤0.01%	3056
2020 Q2	$648K	Hold	21,000	–	–	﹤0.01%	3190
2020 Q1	$493K	Buy	+21,000	New	+$603K	﹤0.01%	3218

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

David Shaw's KKR Position: Q2 2026 in Review

David Shaw reduced its KKR & Co (KKR) stake by 13% in Q2 2026, selling an estimated $49.9M and leaving 3,429,914 shares worth $315M. The position accounts for 0.15% of the portfolio, ranked #126.

David Shaw first reported a position in KKR in Q1 2021 and has held it in 20 quarters since. The position peaked at $365M in Q1 2026. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

David Shaw held 3,429,914 shares of KKR & Co worth $315M as of Q2 2026.
David Shaw sold 514,663 KKR & Co shares in Q2 2026, an estimated $49.9M.
KKR & Co made up 0.15% of David Shaw's portfolio in Q2 2026, its #126 holding.
David Shaw first reported a position in KKR & Co in Q1 2021 and has held it in 20 quarters since.
David Shaw's KKR & Co position peaked at $365M in Q1 2026.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.