EI
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Ethic Inc’s KKR & Co KKR Stock Holding History

Ethic Inc’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 		$1.95M Buy
21,199
+11,619
+121% +$1.13M 0.02% 512
2026
Q1 		$886K Buy
9,580
+399
+4% +$42.1K 0.01% 694
2025
Q4 		$1.17M Buy
9,181
+488
+6% +$60.7K 0.02% 594
2025
Q3 		$1.13M Buy
8,693
+1,615
+23% +$229K 0.02% 595
2025
Q2 		$950K Buy
7,078
+888
+14% +$104K 0.02% 629
2025
Q1 		$729K Buy
6,190
+2,054
+50% +$283K 0.01% 671
2024
Q4 		$612K Sell
4,136
-64
-2% -$9.39K 0.01% 737
2024
Q3 		$422K Buy
4,200
+574
+16% +$67.9K 0.01% 800
2024
Q2 		$382K Sell
3,626
-574
-14% -$58.4K 0.01% 840
2024
Q1 		$422K Buy
4,200
+138
+3% +$12.7K 0.01% 799
2023
Q4 		$337K Sell
4,062
-3,913
-49% -$265K 0.01% 851
2023
Q3 		$491K Buy
7,975
+3,492
+78% +$212K 0.02% 687
2023
Q2 		$251K Buy
4,483
+72
+2% +$3.77K 0.01% 846
2023
Q1 		$232K Buy
+4,411
New +$237K 0.01% 859

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Ethic Inc's KKR Position: Q2 2026 in Review

Ethic Inc increased its KKR & Co (KKR) stake by 121% in Q2 2026, buying an estimated $1.13M and bringing the position to 21,199 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #512.

Ethic Inc first reported a position in KKR in Q1 2023 and has held it in 14 quarters since. 445 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Ethic Inc held 21,199 shares of KKR & Co worth $1.95M as of Q2 2026.
  • Ethic Inc bought 11,619 KKR & Co shares in Q2 2026, an estimated $1.13M.
  • KKR & Co made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #512 holding.
  • Ethic Inc first reported a position in KKR & Co in Q1 2023 and has held it in 14 quarters since.
  • 445 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.