Financial Management Network’s KKR & Co KKR Stock Holding History

Financial Management Network’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	$1.28M	Sell	13,759 -1,084	-7%	-$114K	0.2%	72
2025 Q4	$1.91M	Sell	14,843 -2,582	-15%	-$321K	0.3%	58
2025 Q3	$2.21M	Sell	17,425 -2,437	-12%	-$346K	0.36%	53
2025 Q2	$2.75M	Buy	19,862 +3,040	+18%	+$356K	0.49%	49
2025 Q1	$1.64M	Buy	16,822 +2,895	+21%	+$398K	0.37%	57
2024 Q4	$2.12M	Buy	13,927 +1,624	+13%	+$238K	0.44%	50
2024 Q3	$1.64M	Buy	12,303 +1,221	+11%	+$144K	0.34%	57
2024 Q2	$1.18M	Buy	11,082 +587	+6%	+$59.8K	0.28%	61
2024 Q1	$1.03M	Buy	10,495 +922	+10%	+$84.8K	0.26%	62
2023 Q4	$778K	Sell	9,573 -117	-1%	-$7.92K	0.23%	66
2023 Q3	$579K	Sell	9,690 -1,168	-11%	-$70.9K	0.19%	80
2023 Q2	$613K	Buy	10,858 +849	+8%	+$44.5K	0.21%	75
2023 Q1	$511K	Buy	10,009 +372	+4%	+$20K	0.21%	80
2022 Q4	$464K	Buy	9,637 +1,171	+14%	+$57.1K	0.21%	88
2022 Q3	$401K	Buy	8,466 +2,736	+48%	+$138K	0.2%	90
2022 Q2	$268K	Buy	5,730 +1,550	+37%	+$81.3K	0.14%	108
2022 Q1	$251K	Buy	4,180 +1,000	+31%	+$62.9K	0.13%	100
2021 Q4	$236K	Buy	+3,180	New	+$235K	0.11%	119

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Management Network's KKR Position: Q1 2026 in Review

Financial Management Network reduced its KKR & Co (KKR) stake by 7.3% in Q1 2026, selling an estimated $114K and leaving 13,759 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #72.

Financial Management Network first reported a position in KKR in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.75M in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Financial Management Network held 13,759 shares of KKR & Co worth $1.28M as of Q1 2026.
Financial Management Network sold 1,084 KKR & Co shares in Q1 2026, an estimated $114K.
KKR & Co made up 0.2% of Financial Management Network's portfolio in Q1 2026, its #72 holding.
Financial Management Network first reported a position in KKR & Co in Q4 2021 and has held it in 18 quarters since.
Financial Management Network's KKR & Co position peaked at $2.75M in Q2 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.