FFO
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Fiduciary Family Office’s KKR & Co KKR Stock Holding History

Fiduciary Family Office’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
-2,748
Closed -$350K – 194
2025
Q4 		$350K Sell
2,748
-377
-12% -$46.9K 0.1% 132
2025
Q3 		$406K Sell
3,125
-14
-0.4% -$1.99K 0.12% 133
2025
Q2 		$418K Buy
3,139
+38
+1% +$4.45K 0.14% 132
2025
Q1 		$359K Buy
+3,101
New +$427K 0.12% 142
2024
Q4 		– Sell
-3,417
Closed -$446K – 167
2024
Q3 		$446K Hold
3,417
– – 0.15% 139
2024
Q2 		$360K Hold
3,417
– – 0.14% 151
2024
Q1 		$344K Sell
3,417
-3,740
-52% -$344K 0.13% 155
2023
Q4 		$593K Buy
+7,157
New +$485K 0.26% 95

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

Fiduciary Family Office's KKR Position: Q1 2026 in Review

Fiduciary Family Office sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,748 shares — an estimated $350K sold.

Fiduciary Family Office first reported a position in KKR in Q4 2023 and held it in 8 quarters. The position peaked at $593K in Q4 2023. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Fiduciary Family Office reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Family Office sold 2,748 KKR & Co shares in Q1 2026, an estimated $350K.
  • Fiduciary Family Office first reported a position in KKR & Co in Q4 2023 and held it in 8 quarters.
  • Fiduciary Family Office's KKR & Co position peaked at $593K in Q4 2023.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.