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Davis Capital Management’s KKR & Co KKR Stock Holding History

Davis Capital Management’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 		$1.65K Buy
18
+8
+80% +$776 ﹤0.01% 418
2026
Q1 		$925 Buy
10
+1
+11% +$105 ﹤0.01% 340
2025
Q4 		$1.15K Buy
9
+2
+29% +$249 ﹤0.01% 324
2025
Q3 		$910 Buy
+7
New +$994 ﹤0.01% 346

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Davis Capital Management's KKR Position: Q2 2026 in Review

Davis Capital Management increased its KKR & Co (KKR) stake by 80% in Q2 2026, buying an estimated $776 and bringing the position to 18 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Davis Capital Management first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Davis Capital Management held 18 shares of KKR & Co worth $1.65K as of Q2 2026.
  • Davis Capital Management bought 8 KKR & Co shares in Q2 2026, an estimated $776.
  • KKR & Co made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #418 holding.
  • Davis Capital Management first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • 1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.