Formidable Asset Management’s KKR & Co KKR Stock Holding History

Formidable Asset 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 Q2	$224K	Sell	2,421 -260	-10%	-$25.2K	0.04%	360
2026 Q1	$342K	Buy	2,681 +340	+15%	+$35.8K	0.05%	295
2025 Q4	$304K	Buy	2,341 +750	+47%	+$93.3K	0.04%	334
2025 Q3	$212K	Buy	+1,591	New	+$226K	0.03%	374
2019 Q2	–	Sell	-13,959	Closed	-$1.19M	–	290
2019 Q1	$1.19M	Buy	+13,959	New	+$318K	0.47%	49

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Formidable Asset Management's KKR Position: Q2 2026 in Review

Formidable Asset Management reduced its KKR & Co (KKR) stake by 9.7% in Q2 2026, selling an estimated $25.2K and leaving 2,421 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #360.

Formidable Asset Management first reported a position in KKR in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.19M in Q1 2019. 201 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Formidable Asset Management held 2,421 shares of KKR & Co worth $224K as of Q2 2026.
Formidable Asset Management sold 260 KKR & Co shares in Q2 2026, an estimated $25.2K.
KKR & Co made up 0.04% of Formidable Asset Management's portfolio in Q2 2026, its #360 holding.
Formidable Asset Management first reported a position in KKR & Co in Q1 2019 and has held it in 5 quarters since.
Formidable Asset Management's KKR & Co position peaked at $1.19M in Q1 2019.
201 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.