Duncan Williams Asset Management’s KKR & Co KKR Stock Holding History

Duncan Williams Asset 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	$679K	Sell	7,400 -298	-4%	-$28.9K	0.15%	82
2026 Q1	$712K	Sell	7,698 -2,051	-21%	-$216K	0.2%	73
2025 Q4	$1.02M	Sell	9,749 -758	-7%	-$94.3K	0.25%	58
2025 Q3	$1.37M	Sell	10,507 -2,335	-18%	-$331K	0.38%	36
2025 Q2	$1.71M	Buy	12,842 +1,806	+16%	+$211K	0.54%	31
2025 Q1	$1.28M	Buy	11,036 +655	+6%	+$90.1K	0.46%	35
2024 Q4	$1.54M	Sell	10,381 -2,769	-21%	-$406K	0.6%	29
2024 Q3	$1.72M	Sell	13,150 -372	-3%	-$44K	0.95%	14
2024 Q2	$1.42M	Sell	13,522 -179	-1%	-$18.2K	1.2%	12
2024 Q1	$1.38M	Buy	+13,701	New	+$1.26M	1.24%	12

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Duncan Williams Asset Management's KKR Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its KKR & Co (KKR) stake by 3.9% in Q2 2026, selling an estimated $28.9K and leaving 7,400 shares worth $679K. The position accounts for 0.15% of the portfolio, ranked #82.

Duncan Williams Asset Management first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.72M in Q3 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Duncan Williams Asset Management held 7,400 shares of KKR & Co worth $679K as of Q2 2026.
Duncan Williams Asset Management sold 298 KKR & Co shares in Q2 2026, an estimated $28.9K.
KKR & Co made up 0.15% of Duncan Williams Asset Management's portfolio in Q2 2026, its #82 holding.
Duncan Williams Asset Management first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
Duncan Williams Asset Management's KKR & Co position peaked at $1.72M in Q3 2024.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.