Edgestream Partners’s KKR & Co KKR Stock Holding History

Edgestream Partners’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	$4.72M	Buy	+51,480	New	+$4.99M	0.14%	260
2026 Q1	–	Sell	-5,714	Closed	-$728K	–	995
2025 Q4	$728K	Sell	5,714 -22,185	-80%	-$2.76M	0.02%	746
2025 Q3	$3.63M	Buy	+27,899	New	+$3.96M	0.11%	365
2025 Q2	–	Sell	-62,716	Closed	-$7.25M	–	959
2025 Q1	$7.25M	Buy	62,716 +35,417	+130%	+$4.87M	0.25%	116
2024 Q4	$4.04M	Buy	+27,299	New	+$4.01M	0.17%	215

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

Edgestream Partners's KKR Position: Q2 2026 in Review

Edgestream Partners opened a new position in KKR & Co (KKR) in Q2 2026: 51,480 shares worth $4.72M. The stake represents 0.14% of the portfolio and ranks #260 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in KKR as recently as Q4 2025.

Edgestream Partners first reported a position in KKR in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.25M in Q1 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Edgestream Partners held 51,480 shares of KKR & Co worth $4.72M as of Q2 2026.
KKR & Co was a new Edgestream Partners position in Q2 2026.
KKR & Co made up 0.14% of Edgestream Partners's portfolio in Q2 2026, its #260 holding.
Edgestream Partners first reported a position in KKR & Co in Q4 2024 and has held it in 5 quarters since.
Edgestream Partners's KKR & Co position peaked at $7.25M in Q1 2025.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.