Formidable Asset Management
KKR icon

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
Q3 		– Sell
-2,421
Closed -$224K – 419
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Formidable Asset Management's KKR Position: Q3 2026 in Review

Formidable Asset Management sold out of KKR & Co (KKR) in Q3 2026, closing a stake of 2,421 shares — an estimated $224K sold.

Formidable Asset Management first reported a position in KKR in Q1 2019 and held it in 5 quarters. The position peaked at $1.19M in Q1 2019. 640 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Formidable Asset Management reported no remaining KKR & Co position as of Q3 2026 after selling out during the quarter.
  • Formidable Asset Management sold 2,421 KKR & Co shares in Q3 2026, an estimated $224K.
  • Formidable Asset Management first reported a position in KKR & Co in Q1 2019 and held it in 5 quarters.
  • Formidable Asset Management's KKR & Co position peaked at $1.19M in Q1 2019.
  • 640 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.