EFS
KKR icon

Essex Financial Services’s KKR & Co KKR Stock Holding History

Essex Financial Services’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 		$1.38M Sell
14,921
-396
-3% -$41.7K 0.08% 216
2025
Q4 		$1.95M Buy
15,317
+345
+2% +$42.9K 0.11% 174
2025
Q3 		$1.95M Sell
14,972
-50
-0.3% -$7.1K 0.12% 166
2025
Q2 		$2M Buy
15,022
+2
+0% +$234 0.13% 154
2025
Q1 		$1.74M Sell
15,020
-992
-6% -$136K 0.13% 159
2024
Q4 		$2.37M Buy
16,012
+1,047
+7% +$154K 0.17% 122
2024
Q3 		$2.1M Sell
14,965
-1,091
-7% -$129K 0.15% 129
2024
Q2 		$1.81M Buy
16,056
+475
+3% +$48.4K 0.13% 148
2024
Q1 		$1.57M Buy
15,581
+909
+6% +$83.6K 0.14% 146
2023
Q4 		$1.22M Sell
14,672
-300
-2% -$20.3K 0.13% 161
2023
Q3 		$922K Sell
14,972
-900
-6% -$54.7K 0.11% 186
2023
Q2 		$889K Sell
15,872
-126
-0.8% -$6.6K 0.1% 190
2023
Q1 		$840K Sell
15,998
-122
-0.8% -$6.55K 0.09% 205
2022
Q4 		$748K Sell
16,120
-213
-1% -$10.4K 0.08% 219
2022
Q3 		$702K Sell
16,333
-650
-4% -$32.8K 0.08% 209
2022
Q2 		$786K Sell
16,983
-4,984
-23% -$261K 0.09% 210
2022
Q1 		$1.28M Sell
21,967
-16,815
-43% -$1.06M 0.12% 169
2021
Q4 		$2.89M Sell
38,782
-5,221
-12% -$385K 0.29% 83
2021
Q3 		$2.68M Buy
44,003
+25,476
+138% +$1.6M 0.31% 79
2021
Q2 		$905K Hold
18,527
– – 0.13% 165
2021
Q1 		$905K Buy
18,527
+61
+0.3% +$2.73K 0.16% 141
2020
Q4 		$748K Buy
18,466
+480
+3% +$18.1K 0.15% 143
2020
Q3 		$618K Buy
17,986
+704
+4% +$24.6K 0.15% 133
2020
Q2 		$534K Sell
17,282
-549
-3% -$14.7K 0.16% 122
2020
Q1 		$419K Hold
17,831
– – 0.15% 143
2019
Q4 		$520K Sell
17,831
-706
-4% -$20.1K 0.14% 144
2019
Q3 		$498K Sell
18,537
-2,819
-13% -$74.3K 0.16% 137
2019
Q2 		$540K Buy
21,356
+11
+0.1% +$263 0.16% 130
2019
Q1 		$501K Buy
21,345
+10
+0% +$228 0.15% 130
2018
Q4 		$419K Sell
21,335
-1,987
-9% -$45.4K 0.13% 145
2018
Q3 		$636K Buy
23,322
+14
+0.1% +$374 0.14% 137
2018
Q2 		$579K Sell
23,308
-1,984
-8% -$44.1K 0.14% 139
2018
Q1 		$513K Sell
25,292
-384
-1% -$8.53K 0.1% 194
2017
Q4 		$541K Sell
25,676
-1,832
-7% -$36.8K 0.13% 144
2017
Q3 		$559K Sell
27,508
-707
-3% -$13.4K 0.14% 140
2017
Q2 		$525K Sell
28,215
-1,681
-6% -$30.8K 0.11% 181
2017
Q1 		$545K Sell
29,896
-2,788
-9% -$49.5K 0.13% 169
2016
Q4 		$503K Sell
32,684
-2,529
-7% -$38.1K 0.11% 174
2016
Q3 		$502K Buy
35,213
+49
+0.1% +$695 0.12% 165
2016
Q2 		$434K Sell
35,164
-3,623
-9% -$48.5K 0.11% 184
2016
Q1 		$570K Sell
38,787
-687
-2% -$9.35K 0.14% 153
2015
Q4 		$615K Buy
39,474
+1,473
+4% +$25.2K 0.15% 155
2015
Q3 		$638K Buy
38,001
+3,337
+10% +$70.9K 0.17% 140
2015
Q2 		$792K Buy
+34,664
New +$796K 0.2% 123

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

Essex Financial Services's KKR Position: Q1 2026 in Review

Essex Financial Services reduced its KKR & Co (KKR) stake by 2.6% in Q1 2026, selling an estimated $41.7K and leaving 14,921 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #216.

Essex Financial Services first reported a position in KKR in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.89M in Q4 2021. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Essex Financial Services held 14,921 shares of KKR & Co worth $1.38M as of Q1 2026.
  • Essex Financial Services sold 396 KKR & Co shares in Q1 2026, an estimated $41.7K.
  • KKR & Co made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #216 holding.
  • Essex Financial Services first reported a position in KKR & Co in Q2 2015 and has held it in 44 quarters since.
  • Essex Financial Services's KKR & Co position peaked at $2.89M in Q4 2021.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.