Fiduciary Trust’s KKR & Co KKR Stock Holding History

Fiduciary Trust’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	–	Sell	-3,805	Closed	-$352K	–	916
2026 Q1	$352K	Buy	+3,805	New	+$401K	﹤0.01%	689

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

Fiduciary Trust's KKR Position: Q2 2026 in Review

Fiduciary Trust sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 3,805 shares — an estimated $352K sold.

Fiduciary Trust first reported a position in KKR in Q1 2026 and held it in 1 quarter. The position peaked at $352K in Q1 2026. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Fiduciary Trust reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
Fiduciary Trust sold 3,805 KKR & Co shares in Q2 2026, an estimated $352K.
Fiduciary Trust first reported a position in KKR & Co in Q1 2026 and held it in 1 quarter.
Fiduciary Trust's KKR & Co position peaked at $352K in Q1 2026.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.