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Fiduciary Group’s KKR & Co KKR Stock Holding History

Fiduciary Group’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 		$814K Hold
8,800
– – 0.07% 174
2025
Q4 		$1.12M Buy
8,800
+200
+2% +$24.9K 0.09% 151
2025
Q3 		$1.12M Hold
8,600
– – 0.1% 149
2025
Q2 		$1.14M Sell
8,600
-100
-1% -$11.7K 0.11% 150
2025
Q1 		$1.01M Hold
8,700
– – 0.1% 152
2024
Q4 		$1.29M Hold
8,700
– – 0.13% 131
2024
Q3 		$1.14M Hold
8,700
– – 0.12% 137
2024
Q2 		$916K Hold
8,700
– – 0.1% 147
2024
Q1 		$875K Hold
8,700
– – 0.1% 147
2023
Q4 		$721K Hold
8,700
– – 0.08% 151
2023
Q3 		$536K Hold
8,700
– – 0.07% 157
2023
Q2 		$487K Sell
8,700
-858
-9% -$44.9K 0.06% 164
2023
Q1 		$502K Hold
9,558
– – 0.07% 156
2022
Q4 		$444K Hold
9,558
– – 0.06% 163
2022
Q3 		$539K Buy
9,558
+158
+2% +$7.98K 0.07% 152
2022
Q2 		$533K Hold
9,400
– – 0.07% 151
2022
Q1 		$471K Hold
9,400
– – 0.06% 158
2021
Q4 		$700K Buy
9,400
+25
+0.3% +$1.84K 0.08% 139
2021
Q3 		$718K Buy
9,375
+175
+2% +$11K 0.08% 134
2021
Q2 		$607K Hold
9,200
– – 0.07% 144
2021
Q1 		$521K Hold
9,200
– – 0.06% 147
2020
Q4 		$444K Hold
9,200
– – 0.06% 150
2020
Q3 		$316K Hold
9,200
– – 0.05% 163
2020
Q2 		$284K Hold
9,200
– – 0.05% 163
2020
Q1 		$216K Buy
9,200
+700
+8% +$20.1K 0.04% 162
2019
Q4 		$248K Buy
8,500
+500
+6% +$14.2K 0.04% 178
2019
Q3 		$215K Hold
8,000
– – 0.04% 181
2019
Q2 		$202K Buy
+8,000
New +$191K 0.04% 183
2018
Q4 		– Sell
-7,500
Closed -$205K – 179
2018
Q3 		$205K Buy
+7,500
New +$200K 0.04% 170

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 Group's KKR Position: Q1 2026 in Review

Fiduciary Group held its KKR & Co (KKR) position steady in Q1 2026 at 8,800 shares worth $814K. The position accounts for 0.07% of the portfolio, ranked #174.

Fiduciary Group first reported a position in KKR in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.29M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Fiduciary Group held 8,800 shares of KKR & Co worth $814K as of Q1 2026.
  • Fiduciary Group left its KKR & Co share count unchanged in Q1 2026.
  • KKR & Co made up 0.07% of Fiduciary Group's portfolio in Q1 2026, its #174 holding.
  • Fiduciary Group first reported a position in KKR & Co in Q3 2018 and has held it in 29 quarters since.
  • Fiduciary Group's KKR & Co position peaked at $1.29M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.