Forum Finance Group’s KKR & Co KKR Stock Holding History

Forum Finance Group’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	$30K	Buy	400 +200	+100%	+$19.4K	0.01%	257
2026 Q1	$14K	Buy	+200	New	+$21.1K	0.01%	260

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

Forum Finance Group's KKR Position: Q2 2026 in Review

Forum Finance Group increased its KKR & Co (KKR) stake by 100% in Q2 2026, buying an estimated $19.4K and bringing the position to 400 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #257.

Forum Finance Group first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Forum Finance Group held 400 shares of KKR & Co worth $30K as of Q2 2026.
Forum Finance Group bought 200 KKR & Co shares in Q2 2026, an estimated $19.4K.
KKR & Co made up 0.01% of Forum Finance Group's portfolio in Q2 2026, its #257 holding.
Forum Finance Group first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.