DA
KKR icon

Denali Advisors’s KKR & Co KKR Stock Holding History

Denali Advisors’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
-8,964
Closed -$1.14M – 333
2025
Q4 		$1.14M Sell
8,964
-46
-0.5% -$5.72K 0.13% 161
2025
Q3 		$1.17M Sell
9,010
-5,759
-39% -$817K 0.13% 153
2025
Q2 		$1.96M Sell
14,769
-2,771
-16% -$324K 0.2% 122
2025
Q1 		$2.03M Sell
17,540
-38,141
-68% -$5.25M 0.23% 125
2024
Q4 		$8.24M Buy
55,681
+31,662
+132% +$4.65M 0.86% 19
2024
Q3 		$3.14M Buy
+24,019
New +$2.84M 0.34% 101
2022
Q4 		– Sell
-300
Closed -$13K – 438
2022
Q3 		$13K Sell
300
-200
-40% -$10.1K 0.01% 299
2022
Q2 		$23K Sell
500
-200
-29% -$10.5K 0.01% 294
2022
Q1 		$41K Buy
700
+300
+75% +$18.9K 0.02% 259
2021
Q4 		$30K Sell
400
-5,800
-94% -$428K 0.01% 298
2021
Q3 		$377K Buy
6,200
+2,100
+51% +$132K 0.16% 129
2021
Q2 		$243K Buy
+4,100
New +$228K 0.09% 134

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Denali Advisors's KKR Position: Q1 2026 in Review

Denali Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 8,964 shares — an estimated $1.14M sold.

Denali Advisors first reported a position in KKR in Q2 2021 and held it in 12 quarters. The position peaked at $8.24M in Q4 2024. 1,287 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Denali Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Denali Advisors sold 8,964 KKR & Co shares in Q1 2026, an estimated $1.14M.
  • Denali Advisors first reported a position in KKR & Co in Q2 2021 and held it in 12 quarters.
  • Denali Advisors's KKR & Co position peaked at $8.24M in Q4 2024.
  • 1,287 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.