Dudley Capital Management’s KKR & Co KKR Stock Holding History

Dudley Capital Management’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	$323K	Hold	3,520	–	–	0.13%	116
2026 Q1	$326K	Sell	3,520 -50	-1%	-$5.27K	0.14%	100
2025 Q4	$455K	Sell	3,570 -25	-0.7%	-$3.11K	0.2%	88
2025 Q3	$467K	Buy	3,595 +25	+0.7%	+$3.55K	0.21%	85
2025 Q2	$475K	Buy	3,570 +170	+5%	+$19.9K	0.24%	79
2025 Q1	$393K	Buy	3,400 +305	+10%	+$42K	0.21%	80
2024 Q4	$458K	Hold	3,095	–	–	0.23%	80
2024 Q3	$404K	Buy	3,095 +80	+3%	+$9.46K	0.21%	84
2024 Q2	$317K	Buy	3,015 +15	+0.5%	+$1.53K	0.18%	86
2024 Q1	$300K	Hold	3,000	–	–	0.18%	90
2023 Q4	$249K	Buy	+3,000	New	+$203K	0.16%	94

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Dudley Capital Management's KKR Position: Q2 2026 in Review

Dudley Capital Management held its KKR & Co (KKR) position steady in Q2 2026 at 3,520 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #116.

Dudley Capital Management first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q2 2025. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Dudley Capital Management held 3,520 shares of KKR & Co worth $323K as of Q2 2026.
Dudley Capital Management left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.13% of Dudley Capital Management's portfolio in Q2 2026, its #116 holding.
Dudley Capital Management first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
Dudley Capital Management's KKR & Co position peaked at $475K in Q2 2025.
493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.