Fairview Capital Investment Management’s KKR & Co KKR Stock Holding History

Fairview Capital 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	–	Sell	-2,001	Closed	-$255K	–	194
2025 Q4	$255K	Hold	2,001	–	–	0.01%	154
2025 Q3	$260K	Hold	2,001	–	–	0.01%	149
2025 Q2	$266K	Hold	2,001	–	–	0.01%	142
2025 Q1	$231K	Sell	2,001 -25	-1%	-$3.44K	0.01%	152
2024 Q4	$300K	Hold	2,026	–	–	0.02%	140
2024 Q3	$265K	Hold	2,026	–	–	0.01%	141
2024 Q2	$213K	Hold	2,026	–	–	0.01%	143
2024 Q1	$204K	Buy	+2,026	New	+$186K	0.01%	152
2017 Q3	–	Sell	-10,835	Closed	-$202K	–	119
2017 Q2	$202K	Hold	10,835	–	–	0.01%	109
2017 Q1	$198K	Buy	+10,835	New	+$193K	0.01%	100

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fairview Capital Investment Management's KKR Position: Q1 2026 in Review

Fairview Capital Investment Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,001 shares — an estimated $255K sold.

Fairview Capital Investment Management first reported a position in KKR in Q1 2017 and held it in 10 quarters. The position peaked at $300K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Fairview Capital Investment Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Fairview Capital Investment Management sold 2,001 KKR & Co shares in Q1 2026, an estimated $255K.
Fairview Capital Investment Management first reported a position in KKR & Co in Q1 2017 and held it in 10 quarters.
Fairview Capital Investment Management's KKR & Co position peaked at $300K in Q4 2024.
1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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