Diversified Trust’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
Q2 | $624K | Buy |
6,795
+1,249
| +23% | +$121K | 0.01% | 683 |
|
|
2026
Q1 | $513K | Sell |
5,546
-16
| -0.3% | -$1.69K | 0.01% | 677 |
|
|
2025
Q4 | $709K | Buy |
5,562
+82
| +1% | +$10.2K | 0.01% | 551 |
|
|
2025
Q3 | $712K | Buy |
5,480
+272
| +5% | +$38.6K | 0.01% | 508 |
|
|
2025
Q2 | $693K | Buy |
5,208
+31
| +0.6% | +$3.63K | 0.02% | 493 |
|
|
2025
Q1 | $599K | Sell |
5,177
-178
| -3% | -$24.5K | 0.01% | 517 |
|
|
2024
Q4 | $792K | Sell |
5,355
-964
| -15% | -$141K | 0.02% | 443 |
|
|
2024
Q3 | $825K | Sell |
6,319
-448
| -7% | -$53K | 0.02% | 435 |
|
|
2024
Q2 | $712K | Sell |
6,767
-1,108
| -14% | -$113K | 0.02% | 440 |
|
|
2024
Q1 | $792K | Sell |
7,875
-35
| -0.4% | -$3.22K | 0.02% | 391 |
|
|
2023
Q4 | $655K | Sell |
7,910
-2,406
| -23% | -$163K | 0.02% | 414 |
|
|
2023
Q3 | $635K | Sell |
10,316
-481
| -4% | -$29.2K | 0.02% | 375 |
|
|
2023
Q2 | $605K | Buy |
10,797
+1,575
| +17% | +$82.5K | 0.02% | 401 |
|
|
2023
Q1 | $484K | Sell |
9,222
-122
| -1% | -$6.55K | 0.02% | 477 |
|
|
2022
Q4 | $434K | Buy |
9,344
+167
| +2% | +$8.14K | 0.02% | 465 |
|
|
2022
Q3 | $395K | Sell |
9,177
-81
| -0.9% | -$4.09K | 0.02% | 462 |
|
|
2022
Q2 | $429K | Hold |
9,258
| – | – | 0.02% | 438 |
|
|
2022
Q1 | $541K | Buy |
9,258
+300
| +3% | +$18.9K | 0.02% | 420 |
|
|
2021
Q4 | $667K | Sell |
8,958
-1,351
| -13% | -$99.7K | 0.02% | 358 |
|
|
2021
Q3 | $628K | Hold |
10,309
| – | – | 0.02% | 331 |
|
|
2021
Q2 | $611K | Sell |
10,309
-1,856
| -15% | -$103K | 0.02% | 333 |
|
|
2021
Q1 | $594K | Sell |
12,165
-190
| -2% | -$8.5K | 0.02% | 324 |
|
|
2020
Q4 | $500K | Buy |
12,355
+448
| +4% | +$16.9K | 0.02% | 340 |
|
|
2020
Q3 | $409K | Sell |
11,907
-157
| -1% | -$5.49K | 0.02% | 354 |
|
|
2020
Q2 | $373K | Buy |
12,064
+305
| +3% | +$8.19K | 0.02% | 322 |
|
|
2020
Q1 | $276K | Sell |
11,759
-5,223
| -31% | -$150K | 0.02% | 310 |
|
|
2019
Q4 | $495K | Sell |
16,982
-324
| -2% | -$9.23K | 0.02% | 245 |
|
|
2019
Q3 | $465K | Buy |
17,306
+500
| +3% | +$13.2K | 0.02% | 200 |
|
|
2019
Q2 | $425K | Buy |
16,806
+1,146
| +7% | +$27.4K | 0.02% | 227 |
|
|
2019
Q1 | $368K | Sell |
15,660
-255
| -2% | -$5.81K | 0.02% | 226 |
|
|
2018
Q4 | $312K | Buy |
15,915
+5,651
| +55% | +$129K | 0.02% | 237 |
|
|
2018
Q3 | $280K | Buy |
+10,264
| New | +$274K | 0.01% | 258 |
|
Other funds holding KKR
Diversified Trust's KKR Position: Q2 2026 in Review
Diversified Trust increased its KKR & Co (KKR) stake by 23% in Q2 2026, buying an estimated $121K and bringing the position to 6,795 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #683.
Diversified Trust first reported a position in KKR in Q3 2018 and has held it in 32 quarters since. The position peaked at $825K in Q3 2024. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.
- Diversified Trust held 6,795 shares of KKR & Co worth $624K as of Q2 2026.
- Diversified Trust bought 1,249 KKR & Co shares in Q2 2026, an estimated $121K.
- KKR & Co made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #683 holding.
- Diversified Trust first reported a position in KKR & Co in Q3 2018 and has held it in 32 quarters since.
- Diversified Trust's KKR & Co position peaked at $825K in Q3 2024.
- 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.
Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.