Family Management’s KKR & Co KKR Stock Holding History

Family 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	$539K	Sell	5,878 -556	-9%	-$53.9K	0.06%	165
2026 Q1	$595K	Buy	6,434 +1,883	+41%	+$198K	0.07%	143
2025 Q4	$580K	Buy	4,551 +13	+0.3%	+$1.62K	0.07%	126
2025 Q3	$590K	Hold	4,538	–	–	0.08%	119
2025 Q2	$604K	Hold	4,538	–	–	0.09%	116
2025 Q1	$525K	Hold	4,538	–	–	0.09%	114
2024 Q4	$671K	Hold	4,538	–	–	0.11%	99
2024 Q3	$593K	Hold	4,538	–	–	0.1%	106
2024 Q2	$478K	Hold	4,538	–	–	0.08%	103
2024 Q1	$456K	Hold	4,538	–	–	0.08%	104
2023 Q4	$376K	Sell	4,538 -1,465	-24%	-$99.2K	0.08%	101
2023 Q3	$370K	Sell	6,003 -4	-0.1%	-$243	0.08%	93
2023 Q2	$336K	Sell	6,007 -111	-2%	-$5.82K	0.07%	102
2023 Q1	$321K	Buy	6,118 +115	+2%	+$6.17K	0.07%	90
2022 Q4	$279K	Hold	6,003	–	–	0.07%	112
2022 Q3	$258K	Hold	6,003	–	–	0.07%	114
2022 Q2	$278K	Hold	6,003	–	–	0.07%	118
2022 Q1	$351K	Hold	6,003	–	–	0.1%	116
2021 Q4	$447K	Hold	6,003	–	–	0.12%	110
2021 Q3	$365K	Hold	6,003	–	–	0.1%	124
2021 Q2	$356K	Hold	6,003	–	–	0.09%	129
2021 Q1	$293K	Hold	6,003	–	–	0.09%	117
2020 Q4	$243K	Hold	6,003	–	–	0.08%	135
2020 Q3	$206K	Buy	+6,003	New	+$210K	0.09%	109
2020 Q2	–	Sell	-10,503	Closed	-$247K	–	165
2020 Q1	$247K	Sell	10,503 -3,738	-26%	-$107K	0.12%	109
2019 Q4	$415K	Hold	14,241	–	–	0.14%	102
2019 Q3	$382K	Buy	14,241 +3,738	+36%	+$98.6K	0.14%	97
2019 Q2	$265K	Buy	+10,503	New	+$251K	0.1%	107

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Family Management's KKR Position: Q2 2026 in Review

Family Management reduced its KKR & Co (KKR) stake by 8.6% in Q2 2026, selling an estimated $53.9K and leaving 5,878 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #165.

Family Management first reported a position in KKR in Q2 2019 and has held it in 28 quarters since. The position peaked at $671K in Q4 2024. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Family Management held 5,878 shares of KKR & Co worth $539K as of Q2 2026.
Family Management sold 556 KKR & Co shares in Q2 2026, an estimated $53.9K.
KKR & Co made up 0.06% of Family Management's portfolio in Q2 2026, its #165 holding.
Family Management first reported a position in KKR & Co in Q2 2019 and has held it in 28 quarters since.
Family Management's KKR & Co position peaked at $671K in Q4 2024.
1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.