Fortitude Family Office’s KKR & Co KKR Stock Holding History

Fortitude Family Office’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	$1.63M	Buy	17,723 +53	+0.3%	+$5.14K	0.32%	54
2026 Q1	$1.63M	Sell	17,670 -7,919	-31%	-$835K	0.37%	52
2025 Q4	$3.26M	Buy	25,589 +29	+0.1%	+$3.61K	0.76%	34
2025 Q3	$3.32M	Sell	25,560 -4	-0%	-$568	0.89%	29
2025 Q2	$3.4M	Sell	25,564 -52	-0.2%	-$6.09K	1.12%	24
2025 Q1	$2.96M	Hold	25,616	–	–	1.05%	19
2024 Q4	$3.79M	Hold	25,616	–	–	1.35%	15
2024 Q3	$3.34M	Hold	25,616	–	–	1.32%	15
2024 Q2	$2.7M	Buy	25,616 +562	+2%	+$57.2K	1.53%	13
2024 Q1	$2.52M	Hold	25,054	–	–	1.69%	12
2023 Q4	$2.08M	Buy	+25,054	New	+$1.7M	1.54%	13

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

Fortitude Family Office's KKR Position: Q2 2026 in Review

Fortitude Family Office increased its KKR & Co (KKR) stake by 0.3% in Q2 2026, buying an estimated $5.14K and bringing the position to 17,723 shares worth $1.63M. The position accounts for 0.32% of the portfolio, ranked #54.

Fortitude Family Office first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.79M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Fortitude Family Office held 17,723 shares of KKR & Co worth $1.63M as of Q2 2026.
Fortitude Family Office bought 53 KKR & Co shares in Q2 2026, an estimated $5.14K.
KKR & Co made up 0.32% of Fortitude Family Office's portfolio in Q2 2026, its #54 holding.
Fortitude Family Office first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's KKR & Co position peaked at $3.79M in Q4 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.