Edgemoor Investment Advisors’s KKR & Co KKR Stock Holding History

Edgemoor Investment 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	$452K	Hold	4,886	–	–	0.04%	125
2025 Q4	$623K	Hold	4,886	–	–	0.05%	112
2025 Q3	$635K	Sell	4,886 -12	-0.2%	-$1.7K	0.05%	122
2025 Q2	$652K	Buy	4,898 +58	+1%	+$6.79K	0.06%	111
2025 Q1	$560K	Sell	4,840 -52	-1%	-$7.15K	0.05%	114
2024 Q4	$724K	Hold	4,892	–	–	0.06%	104
2024 Q3	$639K	Buy	4,892 +52	+1%	+$6.15K	0.06%	109
2024 Q2	$509K	Hold	4,840	–	–	0.05%	111
2024 Q1	$487K	Hold	4,840	–	–	0.05%	112
2023 Q4	$401K	Hold	4,840	–	–	0.04%	117
2023 Q3	$298K	Hold	4,840	–	–	0.04%	127
2023 Q2	$271K	Hold	4,840	–	–	0.03%	133
2023 Q1	$254K	Sell	4,840 -260	-5%	-$14K	0.03%	138
2022 Q4	$237K	Sell	5,100 -400	-7%	-$19.5K	0.03%	152
2022 Q3	$237K	Hold	5,500	–	–	0.03%	129
2022 Q2	$255K	Hold	5,500	–	–	0.03%	135
2022 Q1	$322K	Hold	5,500	–	–	0.03%	129
2021 Q4	$410K	Hold	5,500	–	–	0.04%	108
2021 Q3	$335K	Hold	5,500	–	–	0.04%	107
2021 Q2	$326K	Hold	5,500	–	–	0.03%	108
2021 Q1	$269K	Hold	5,500	–	–	0.03%	113
2020 Q4	$223K	Buy	+5,500	New	+$208K	0.03%	119

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

Edgemoor Investment Advisors's KKR Position: Q1 2026 in Review

Edgemoor Investment Advisors held its KKR & Co (KKR) position steady in Q1 2026 at 4,886 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #125.

Edgemoor Investment Advisors first reported a position in KKR in Q4 2020 and has held it in 22 quarters since. The position peaked at $724K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Edgemoor Investment Advisors held 4,886 shares of KKR & Co worth $452K as of Q1 2026.
Edgemoor Investment Advisors left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 0.04% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #125 holding.
Edgemoor Investment Advisors first reported a position in KKR & Co in Q4 2020 and has held it in 22 quarters since.
Edgemoor Investment Advisors's KKR & Co position peaked at $724K in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.