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Edmond de Rothschild Holding’s KKR & Co KKR Stock Holding History

Edmond de Rothschild Holding’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 		$3.27M Buy
35,655
+1,450
+4% +$141K 0.04% 208
2026
Q1 		$3.16M Sell
34,205
-2,549
-7% -$269K 0.05% 199
2025
Q4 		$4.69M Sell
36,754
-11,262
-23% -$1.4M 0.07% 176
2025
Q3 		$6.24M Buy
48,016
+9,989
+26% +$1.42M 0.1% 163
2025
Q2 		$5.06M Buy
38,027
+9,175
+32% +$1.07M 0.08% 171
2025
Q1 		$3.34M Buy
28,852
+4,821
+20% +$663K 0.06% 190
2024
Q4 		$3.55M Sell
24,031
-7,516
-24% -$1.1M 0.06% 189
2024
Q3 		$4.12M Buy
31,547
+1,603
+5% +$190K 0.07% 185
2024
Q2 		$3.15M Buy
29,944
+10,562
+54% +$1.08M 0.05% 188
2024
Q1 		$1.95M Sell
19,382
-1,490
-7% -$137K 0.03% 244
2023
Q4 		$1.73M Buy
20,872
+886
+4% +$60K 0.03% 256
2023
Q3 		$1.23M Hold
19,986
– – 0.02% 291
2023
Q2 		$1.12M Hold
19,986
– – 0.02% 317
2023
Q1 		$1.05M Buy
+19,986
New +$1.07M 0.02% 323
2022
Q3 		– Sell
-3,400
Closed -$157K – 845
2022
Q2 		$157K Buy
+3,400
New +$178K ﹤0.01% 525
2021
Q3 		– Sell
-4,389
Closed -$260K – 839
2021
Q2 		$260K Hold
4,389
– – 0.01% 499
2021
Q1 		$214K Buy
+4,389
New +$196K 0.01% 468
2019
Q1 		– Sell
-4,600
Closed -$90K – 659
2018
Q4 		$90K Buy
+4,600
New +$105K ﹤0.01% 473

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Edmond de Rothschild Holding's KKR Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its KKR & Co (KKR) stake by 4.2% in Q2 2026, buying an estimated $141K and bringing the position to 35,655 shares worth $3.27M. The position accounts for 0.04% of the portfolio, ranked #208.

Edmond de Rothschild Holding first reported a position in KKR in Q4 2018 and has held it in 18 quarters since. The position peaked at $6.24M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Edmond de Rothschild Holding held 35,655 shares of KKR & Co worth $3.27M as of Q2 2026.
  • Edmond de Rothschild Holding bought 1,450 KKR & Co shares in Q2 2026, an estimated $141K.
  • KKR & Co made up 0.04% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #208 holding.
  • Edmond de Rothschild Holding first reported a position in KKR & Co in Q4 2018 and has held it in 18 quarters since.
  • Edmond de Rothschild Holding's KKR & Co position peaked at $6.24M in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.