Douglass Winthrop Advisors’s KKR & Co KKR Stock Holding History

Douglass Winthrop 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	-1,763	Closed	-$225K	–	312
2025 Q4	$225K	Buy	1,763 +13	+0.7%	+$1.62K	﹤0.01%	294
2025 Q3	$227K	Hold	1,750	–	–	﹤0.01%	287
2025 Q2	$233K	Sell	1,750 -250	-13%	-$29.3K	﹤0.01%	264
2025 Q1	$231K	Hold	2,000	–	–	﹤0.01%	264
2024 Q4	$296K	Hold	2,000	–	–	0.01%	251
2024 Q3	$261K	Hold	2,000	–	–	0.01%	262
2024 Q2	$210K	Hold	2,000	–	–	﹤0.01%	272
2024 Q1	$201K	Buy	+2,000	New	+$184K	﹤0.01%	278
2017 Q2	–	Sell	-11,150	Closed	-$203K	–	249
2017 Q1	$203K	Hold	11,150	–	–	0.01%	237
2016 Q4	$172K	Buy	+11,150	New	+$168K	0.01%	236
2015 Q4	–	Sell	-24,500	Closed	-$411K	–	241
2015 Q3	$411K	Sell	24,500 -13,550	-36%	-$288K	0.03%	174
2015 Q2	$868K	Hold	38,050	–	–	0.07%	136
2015 Q1	$868K	Buy	+38,050	New	+$898K	0.07%	136

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Douglass Winthrop Advisors's KKR Position: Q1 2026 in Review

Douglass Winthrop Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,763 shares — an estimated $225K sold.

Douglass Winthrop Advisors first reported a position in KKR in Q1 2015 and held it in 13 quarters. The position peaked at $868K in Q2 2015. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Douglass Winthrop Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Douglass Winthrop Advisors sold 1,763 KKR & Co shares in Q1 2026, an estimated $225K.
Douglass Winthrop Advisors first reported a position in KKR & Co in Q1 2015 and held it in 13 quarters.
Douglass Winthrop Advisors's KKR & Co position peaked at $868K in Q2 2015.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.