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E.S. Barr & Co’s KKR & Co KKR Stock Holding History

E.S. Barr & Co’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 		$2.26M Hold
24,425
– – 0.13% 44
2025
Q4 		$3.11M Sell
24,425
-800
-3% -$99.5K 0.16% 41
2025
Q3 		$3.28M Sell
25,225
-850
-3% -$121K 0.18% 41
2025
Q2 		$3.47M Sell
26,075
-300
-1% -$35.1K 0.2% 39
2025
Q1 		$3.05M Hold
26,375
– – 0.19% 40
2024
Q4 		$3.9M Sell
26,375
-200
-0.8% -$29.3K 0.23% 38
2024
Q3 		$3.47M Sell
26,575
-550
-2% -$65.1K 0.22% 40
2024
Q2 		$2.85M Hold
27,125
– – 0.19% 41
2024
Q1 		$2.73M Sell
27,125
-1,950
-7% -$179K 0.18% 42
2023
Q4 		$2.41M Sell
29,075
-200
-0.7% -$13.5K 0.16% 43
2023
Q3 		$1.8M Hold
29,275
– – 0.13% 46
2023
Q2 		$1.64M Sell
29,275
-1,100
-4% -$57.6K 0.12% 47
2023
Q1 		$1.6M Hold
30,375
– – 0.13% 44
2022
Q4 		$1.41M Sell
30,375
-450
-1% -$21.9K 0.12% 48
2022
Q3 		$1.32M Buy
30,825
+400
+1% +$20.2K 0.12% 48
2022
Q2 		$1.41M Hold
30,425
– – 0.11% 51
2022
Q1 		$1.78M Sell
30,425
-55
-0.2% -$3.46K 0.12% 51
2021
Q4 		$2.27M Sell
30,480
-3,000
-9% -$221K 0.15% 49
2021
Q3 		$2.04M Sell
33,480
-345
-1% -$21.7K 0.15% 47
2021
Q2 		$2M Hold
33,825
– – 0.14% 47
2021
Q1 		$1.65M Hold
33,825
– – 0.13% 48
2020
Q4 		$1.37M Sell
33,825
-3,000
-8% -$113K 0.12% 46
2020
Q3 		$1.26M Sell
36,825
-100
-0.3% -$3.5K 0.12% 45
2020
Q2 		$1.14M Sell
36,925
-6,500
-15% -$175K 0.12% 47
2020
Q1 		$1.02M Buy
43,425
+6,200
+17% +$178K 0.12% 47
2019
Q4 		$1.09M Hold
37,225
– – 0.1% 50
2019
Q3 		$999K Hold
37,225
– – 0.1% 51
2019
Q2 		$941K Buy
37,225
+4,125
+12% +$98.7K 0.09% 52
2019
Q1 		$778K Buy
+33,100
New +$754K 0.08% 54

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

E.S. Barr & Co's KKR Position: Q1 2026 in Review

E.S. Barr & Co held its KKR & Co (KKR) position steady in Q1 2026 at 24,425 shares worth $2.26M. The position accounts for 0.13% of the portfolio, ranked #44.

E.S. Barr & Co first reported a position in KKR in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.9M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • E.S. Barr & Co held 24,425 shares of KKR & Co worth $2.26M as of Q1 2026.
  • E.S. Barr & Co left its KKR & Co share count unchanged in Q1 2026.
  • KKR & Co made up 0.13% of E.S. Barr & Co's portfolio in Q1 2026, its #44 holding.
  • E.S. Barr & Co first reported a position in KKR & Co in Q1 2019 and has held it in 29 quarters since.
  • E.S. Barr & Co's KKR & Co position peaked at $3.9M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.