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Diversified Trust’s KKR & Co KKR Stock Holding History

Diversified Trust’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 		$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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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. 262 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.
  • 262 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.