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 Q3	$1.71M	Buy	18,696 +973	+5%	+$99.3K	0.29%	50
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

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Fortitude Family Office's KKR Position: Q3 2026 in Review

Fortitude Family Office increased its KKR & Co (KKR) stake by 5.5% in Q3 2026, buying an estimated $99.3K and bringing the position to 18,696 shares worth $1.71M. The position accounts for 0.29% of the portfolio, ranked #50.

Fortitude Family Office first reported a position in KKR in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.79M in Q4 2024. 131 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

Fortitude Family Office held 18,696 shares of KKR & Co worth $1.71M as of Q3 2026.
Fortitude Family Office bought 973 KKR & Co shares in Q3 2026, an estimated $99.3K.
KKR & Co made up 0.29% of Fortitude Family Office's portfolio in Q3 2026, its #50 holding.
Fortitude Family Office first reported a position in KKR & Co in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's KKR & Co position peaked at $3.79M in Q4 2024.
131 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.