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Forum Financial Management’s KKR & Co KKR Stock Holding History

Forum Financial 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 		$501K Hold
5,462
– – 0.01% 210
2026
Q1 		$505K Sell
5,462
-4,349
-44% -$458K 0.01% 198
2025
Q4 		$1.25M Sell
9,811
-1,142
-10% -$142K 0.02% 202
2025
Q3 		$1.42M Buy
10,953
+955
+10% +$136K 0.02% 182
2025
Q2 		$1.33M Buy
9,998
+409
+4% +$47.9K 0.02% 175
2025
Q1 		$1.11M Buy
9,589
+1,023
+12% +$141K 0.02% 184
2024
Q4 		$1.27M Buy
8,566
+111
+1% +$16.3K 0.02% 171
2024
Q3 		$1.1M Buy
8,455
+5
+0.1% +$592 0.02% 177
2024
Q2 		$889K Hold
8,450
– – 0.02% 195
2024
Q1 		$850K Hold
8,450
– – 0.01% 215
2023
Q4 		$700K Buy
8,450
+1,299
+18% +$88K 0.01% 215
2023
Q3 		$441K Hold
7,151
– – 0.01% 314
2023
Q2 		$400K Hold
7,151
– – 0.01% 346
2023
Q1 		$376K Buy
7,151
+2,632
+58% +$141K 0.01% 336
2022
Q4 		$210K Buy
+4,519
New +$220K 0.01% 535
2022
Q3 		– Sell
-4,487
Closed -$208K – 575
2022
Q2 		$208K Buy
+4,487
New +$235K 0.01% 513
2022
Q1 		– Hold
0
– – – 474
2021
Q4 		– Hold
0
– – – 212

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forum Financial Management's KKR Position: Q2 2026 in Review

Forum Financial Management held its KKR & Co (KKR) position steady in Q2 2026 at 5,462 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #210.

Forum Financial Management first reported a position in KKR in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.42M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Forum Financial Management held 5,462 shares of KKR & Co worth $501K as of Q2 2026.
  • Forum Financial Management left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #210 holding.
  • Forum Financial Management first reported a position in KKR & Co in Q2 2022 and has held it in 16 quarters since.
  • Forum Financial Management's KKR & Co position peaked at $1.42M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.