FJ Capital Management’s KKR & Co KKR Stock Holding History

FJ Capital Management’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	-4,308	Closed	-$549K	–	150
2025 Q4	$549K	Buy	+4,308	New	+$536K	0.06%	97
2025 Q3	–	Sell	-1,761	Closed	-$234K	–	164
2025 Q2	$234K	Sell	1,761 -5,663	-76%	-$663K	0.02%	122
2025 Q1	$858K	Buy	+7,424	New	+$1.02M	0.09%	91
2024 Q4	–	Sell	-4,899	Closed	-$640K	–	140
2024 Q3	$640K	Buy	+4,899	New	+$580K	0.07%	100
2021 Q1	–	Sell	-5,000	Closed	-$208K	–	108
2020 Q4	$208K	Sell	5,000 -1,000	-17%	-$37.8K	0.02%	85
2020 Q3	$218K	Sell	6,000 -2,000	-25%	-$70K	0.03%	84
2020 Q2	$262K	Buy	+8,000	New	+$215K	0.04%	69

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

FJ Capital Management's KKR Position: Q1 2026 in Review

FJ Capital Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 4,308 shares — an estimated $549K sold.

FJ Capital Management first reported a position in KKR in Q2 2020 and held it in 7 quarters. The position peaked at $858K in Q1 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

FJ Capital Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
FJ Capital Management sold 4,308 KKR & Co shares in Q1 2026, an estimated $549K.
FJ Capital Management first reported a position in KKR & Co in Q2 2020 and held it in 7 quarters.
FJ Capital Management's KKR & Co position peaked at $858K in Q1 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on FJ Capital Management's 13F filing for Q1 2026, filed 15 May 2026.