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Fidelis Capital Partners’s KKR & Co KKR Stock Holding History

Fidelis Capital Partners’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 		$593K Sell
6,416
-5,769
-47% -$608K 0.04% 295
2025
Q4 		$1.55M Sell
12,185
-2,794
-19% -$348K 0.11% 149
2025
Q3 		$1.95M Buy
14,979
+6,073
+68% +$862K 0.15% 116
2025
Q2 		$1.29M Buy
8,906
+3,009
+51% +$352K 0.12% 144
2025
Q1 		$670K Sell
5,897
-1,531
-21% -$211K 0.07% 211
2024
Q4 		$1.21M Buy
7,428
+1,754
+31% +$257K 0.12% 142
2024
Q3 		$786K Sell
5,674
-31
-0.5% -$3.67K 0.09% 181
2024
Q2 		$621K Sell
5,705
-1,385
-20% -$141K 0.09% 187
2024
Q1 		$713K Buy
7,090
+1,543
+28% +$142K 0.11% 174
2023
Q4 		$460K Buy
5,547
+1,250
+29% +$84.6K 0.1% 178
2023
Q3 		$265K Sell
4,297
-674
-14% -$40.9K 0.09% 213
2023
Q2 		$278K Buy
4,971
+916
+23% +$48K 0.1% 211
2023
Q1 		$209K Buy
+4,055
New +$218K 0.09% 232

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 $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return

Fidelis Capital Partners's KKR Position: Q1 2026 in Review

Fidelis Capital Partners reduced its KKR & Co (KKR) stake by 47% in Q1 2026, selling an estimated $608K and leaving 6,416 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #295.

Fidelis Capital Partners first reported a position in KKR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.95M in Q3 2025. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Fidelis Capital Partners held 6,416 shares of KKR & Co worth $593K as of Q1 2026.
  • Fidelis Capital Partners sold 5,769 KKR & Co shares in Q1 2026, an estimated $608K.
  • KKR & Co made up 0.04% of Fidelis Capital Partners's portfolio in Q1 2026, its #295 holding.
  • Fidelis Capital Partners first reported a position in KKR & Co in Q1 2023 and has held it in 13 quarters since.
  • Fidelis Capital Partners's KKR & Co position peaked at $1.95M in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.