Delta Asset Management’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$90.7K Hold
981
0.01% 213
2025
Q4
$125K Hold
981
0.01% 184
2025
Q3
$127K Hold
981
0.01% 180
2025
Q2
$130K Hold
981
0.01% 176
2025
Q1
$113K Sell
981
-5
-0.5% -$688 0.01% 181
2024
Q4
$146K Sell
986
-5
-0.5% -$734 0.01% 173
2024
Q3
$129K Hold
991
0.01% 180
2024
Q2
$104K Hold
991
0.01% 187
2024
Q1
$99.7K Hold
991
0.01% 196
2023
Q4
$82.1K Hold
991
0.01% 207
2023
Q3
$61K Hold
991
0.01% 225
2023
Q2
$55.5K Hold
991
0.01% 241
2023
Q1
$52K Sell
991
-10
-1% -$537 0.01% 233
2022
Q4
$46.5K Buy
+1,001
New +$48.8K 0.01% 235
2022
Q1
Sell
-1,006
Closed -$75K 370
2021
Q4
$75K Hold
1,006
0.01% 205
2021
Q3
$61K Sell
1,006
-42
-4% -$2.64K 0.01% 220
2021
Q2
$62K Buy
1,048
+297
+40% +$16.5K 0.01% 216
2021
Q1
$37K Sell
751
-150
-17% -$6.71K ﹤0.01% 268
2020
Q4
$36K Sell
901
-50
-5% -$1.89K ﹤0.01% 264
2020
Q3
$33K Hold
951
﹤0.01% 262
2020
Q2
$29K Sell
951
-50
-5% -$1.34K ﹤0.01% 281
2020
Q1
$23K Buy
1,001
+901
+901% +$25.9K ﹤0.01% 295
2019
Q4
$3K Hold
100
﹤0.01% 563
2019
Q3
$3K Hold
100
﹤0.01% 548
2019
Q2
$3K Hold
100
﹤0.01% 493
2019
Q1
$2K Hold
100
﹤0.01% 509
2018
Q4
$2K Hold
100
﹤0.01% 588
2018
Q3
$3K Hold
100
﹤0.01% 588
2018
Q2
$2K Hold
100
﹤0.01% 599
2018
Q1
$2K Buy
+100
New +$2.22K ﹤0.01% 599
2017
Q2
Sell
-300
Closed -$5K 601
2017
Q1
$5K Hold
300
﹤0.01% 514
2016
Q4
$5K Hold
300
﹤0.01% 504
2016
Q3
$4K Buy
+300
New +$4.25K ﹤0.01% 515

Other funds holding KKR

Delta Asset Management's KKR Position: Q1 2026 in Review

Delta Asset Management held its KKR & Co (KKR) position steady in Q1 2026 at 981 shares worth $90.7K. The position accounts for 0.01% of the portfolio, ranked #213.

Delta Asset Management first reported a position in KKR in Q3 2016 and has held it in 33 quarters since. The position peaked at $146K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Delta Asset Management held 981 shares of KKR & Co worth $90.7K as of Q1 2026.
  • Delta Asset Management left its KKR & Co share count unchanged in Q1 2026.
  • KKR & Co made up 0.01% of Delta Asset Management's portfolio in Q1 2026, its #213 holding.
  • Delta Asset Management first reported a position in KKR & Co in Q3 2016 and has held it in 33 quarters since.
  • Delta Asset Management's KKR & Co position peaked at $146K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.