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Evergreen Capital Management’s KKR & Co KKR Stock Holding History

Evergreen Capital 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
Q2 		$784K Sell
8,546
-4,951
-37% -$480K 0.01% 655
2026
Q1 		$1.25M Buy
13,497
+10,487
+348% +$1.11M 0.03% 432
2025
Q4 		$384K Buy
3,010
+651
+28% +$81K 0.01% 899
2025
Q3 		$307K Buy
2,359
+557
+31% +$79.1K 0.01% 957
2025
Q2 		$240K Sell
1,802
-1,660
-48% -$194K 0.01% 930
2025
Q1 		$400K Sell
3,462
-115
-3% -$15.8K 0.01% 596
2024
Q4 		$529K Buy
3,577
+179
+5% +$26.3K 0.02% 483
2024
Q3 		$444K Buy
3,398
+401
+13% +$47.4K 0.01% 552
2024
Q2 		$315K Buy
2,997
+181
+6% +$18.4K 0.01% 642
2024
Q1 		$283K Buy
2,816
+10
+0.4% +$920 0.01% 653
2023
Q4 		$233K Buy
+2,806
New +$190K 0.01% 707
2022
Q2 		– Sell
-4,329
Closed -$253K – 632
2022
Q1 		$253K Sell
4,329
-63
-1% -$3.97K 0.01% 531
2021
Q4 		$327K Buy
4,392
+7
+0.2% +$516 0.01% 462
2021
Q3 		$267K Sell
4,385
-419
-9% -$26.3K 0.01% 468
2021
Q2 		$285K Buy
4,804
+8
+0.2% +$444 0.01% 429
2021
Q1 		$234K Buy
+4,796
New +$215K 0.01% 445

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 $3.37T AUM 44.26% 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

Evergreen Capital Management's KKR Position: Q2 2026 in Review

Evergreen Capital Management reduced its KKR & Co (KKR) stake by 37% in Q2 2026, selling an estimated $480K and leaving 8,546 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #655.

Evergreen Capital Management first reported a position in KKR in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.25M in Q1 2026. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Evergreen Capital Management held 8,546 shares of KKR & Co worth $784K as of Q2 2026.
  • Evergreen Capital Management sold 4,951 KKR & Co shares in Q2 2026, an estimated $480K.
  • KKR & Co made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #655 holding.
  • Evergreen Capital Management first reported a position in KKR & Co in Q1 2021 and has held it in 16 quarters since.
  • Evergreen Capital Management's KKR & Co position peaked at $1.25M in Q1 2026.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.