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De Burlo Group’s KKR & Co KKR Stock Holding History

De Burlo Group’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
Q1 		– Sell
-95,200
Closed -$12.1M – 93
2025
Q4 		$12.1M Sell
95,200
-57,500
-38% -$7.15M 1.47% 27
2025
Q3 		$19.8M Buy
152,700
+10,000
+7% +$1.42M 2.39% 20
2025
Q2 		$19M Sell
142,700
-33,600
-19% -$3.93M 2.5% 19
2025
Q1 		$20.4M Sell
176,300
-55,100
-24% -$7.58M 3.01% 15
2024
Q4 		$34.2M Sell
231,400
-70,100
-23% -$10.3M 4.57% 5
2024
Q3 		$39.4M Hold
301,500
– – 4.85% 6
2024
Q2 		$31.7M Buy
301,500
+111,300
+59% +$11.3M 4.27% 7
2024
Q1 		$19.1M Buy
+190,200
New +$17.5M 2.54% 15

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

De Burlo Group's KKR Position: Q1 2026 in Review

De Burlo Group sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 95,200 shares — an estimated $12.1M sold.

De Burlo Group first reported a position in KKR in Q1 2024 and held it in 8 quarters. The position peaked at $39.4M in Q3 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • De Burlo Group reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • De Burlo Group sold 95,200 KKR & Co shares in Q1 2026, an estimated $12.1M.
  • De Burlo Group first reported a position in KKR & Co in Q1 2024 and held it in 8 quarters.
  • De Burlo Group's KKR & Co position peaked at $39.4M in Q3 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.