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Evelyn Partners Investment Management’s KKR & Co KKR Stock Holding History

Evelyn Partners Investment Management’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 		$429K Hold
4,640
– – 0.01% 163
2025
Q4 		$592K Hold
4,640
– – 0.02% 156
2025
Q3 		$603K Hold
4,640
– – 0.02% 154
2025
Q2 		$617K Sell
4,640
-1,115
-19% -$131K 0.02% 150
2025
Q1 		$665K Hold
5,755
– – 0.02% 141
2024
Q4 		$851K Buy
+5,755
New +$844K 0.03% 132

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 $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return

Evelyn Partners Investment Management's KKR Position: Q1 2026 in Review

Evelyn Partners Investment Management held its KKR & Co (KKR) position steady in Q1 2026 at 4,640 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #163.

Evelyn Partners Investment Management first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $851K in Q4 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Evelyn Partners Investment Management held 4,640 shares of KKR & Co worth $429K as of Q1 2026.
  • Evelyn Partners Investment Management left its KKR & Co share count unchanged in Q1 2026.
  • KKR & Co made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #163 holding.
  • Evelyn Partners Investment Management first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's KKR & Co position peaked at $851K in Q4 2024.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.