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

Financial Management Professionals’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	$8.26K	Hold	90	–	–	﹤0.01%	614
2026 Q1	$8.32K	Sell	90 -69	-43%	-$7.27K	﹤0.01%	565
2025 Q4	$20.3K	Sell	159 -17	-10%	-$2.12K	﹤0.01%	407
2025 Q3	$22.9K	Buy	176 +13	+8%	+$1.84K	﹤0.01%	379
2025 Q2	$21.7K	Buy	163 +16	+11%	+$1.87K	﹤0.01%	402
2025 Q1	$17K	Buy	147 +75	+104%	+$10.3K	﹤0.01%	452
2024 Q4	$10.7K	Buy	72 +3	+4%	+$440	﹤0.01%	503
2024 Q3	$9K	Buy	69 +12	+21%	+$1.42K	﹤0.01%	538
2024 Q2	$6K	Hold	57	–	–	﹤0.01%	567
2024 Q1	$6K	Hold	57	–	–	﹤0.01%	622
2023 Q4	$5K	Hold	57	–	–	﹤0.01%	652
2023 Q3	$4K	Hold	57	–	–	﹤0.01%	631
2023 Q2	$3K	Hold	57	–	–	﹤0.01%	706
2023 Q1	$3K	Hold	57	–	–	﹤0.01%	757
2022 Q4	$3K	Hold	57	–	–	﹤0.01%	695
2022 Q3	$2K	Hold	57	–	–	﹤0.01%	748
2022 Q2	$3K	Hold	57	–	–	﹤0.01%	700
2022 Q1	$3K	Hold	57	–	–	﹤0.01%	720
2021 Q4	$4K	Hold	57	–	–	﹤0.01%	618
2021 Q3	$3K	Hold	57	–	–	﹤0.01%	663
2021 Q2	$3K	Hold	57	–	–	﹤0.01%	608
2021 Q1	$3K	Hold	57	–	–	﹤0.01%	535
2020 Q4	$2K	Hold	57	–	–	﹤0.01%	556
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	516
2020 Q2	$2K	Hold	57	–	–	﹤0.01%	507
2020 Q1	$1K	Hold	57	–	–	﹤0.01%	282
2019 Q4	$2K	Buy	+57	New	+$1.62K	﹤0.01%	275
2019 Q3	–	Sell	-339	Closed	-$9K	–	327
2019 Q2	$9K	Buy	+339	New	+$8.12K	﹤0.01%	204

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

Financial Management Professionals's KKR Position: Q2 2026 in Review

Financial Management Professionals held its KKR & Co (KKR) position steady in Q2 2026 at 90 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Financial Management Professionals first reported a position in KKR in Q2 2019 and has held it in 28 quarters since. The position peaked at $22.9K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Financial Management Professionals held 90 shares of KKR & Co worth $8.26K as of Q2 2026.
Financial Management Professionals left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #614 holding.
Financial Management Professionals first reported a position in KKR & Co in Q2 2019 and has held it in 28 quarters since.
Financial Management Professionals's KKR & Co position peaked at $22.9K in Q3 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.