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Fountainhead AM’s KKR & Co KKR Stock Holding History

Fountainhead AM’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 		$6.88K Buy
75
+26
+53% +$2.52K 0.01% 199
2026
Q1 		$4.53K Sell
49
-19
-28% -$2K ﹤0.01% 197
2025
Q4 		$8.73K Sell
68
-4,332
-98% -$539K 0.01% 137
2025
Q3 		$572K Sell
4,400
-26
-0.6% -$3.69K 0.08% 103
2025
Q2 		$589K Sell
4,426
-87
-2% -$10.2K 0.09% 95
2025
Q1 		$522K Buy
4,513
+226
+5% +$31.1K 0.08% 85
2024
Q4 		$634K Sell
4,287
-338
-7% -$49.6K 0.12% 69
2024
Q3 		$604K Sell
4,625
-419
-8% -$49.6K 0.13% 61
2024
Q2 		$531K Hold
5,044
– – 0.13% 64
2024
Q1 		$507K Sell
5,044
-1,191
-19% -$110K 0.12% 64
2023
Q4 		$517K Sell
6,235
-1,494
-19% -$101K 0.14% 58
2023
Q3 		$476K Sell
7,729
-1,208
-14% -$73.4K 0.17% 50
2023
Q2 		$500K Sell
8,937
-1,907
-18% -$99.9K 0.18% 45
2023
Q1 		$570K Sell
10,844
-500
-4% -$26.8K 0.22% 40
2022
Q4 		$527K Hold
11,344
– – 0.24% 39
2022
Q3 		$488K Buy
11,344
+1,346
+13% +$68K 0.25% 36
2022
Q2 		$463K Sell
9,998
-539
-5% -$28.3K 0.25% 34
2022
Q1 		$616K Sell
10,537
-1,434
-12% -$90.3K 0.27% 30
2021
Q4 		$892K Hold
11,971
– – 0.39% 27
2021
Q3 		$729K Buy
11,971
+227
+2% +$14.3K 0.35% 27
2021
Q2 		$574K Hold
11,744
– – 0.31% 31
2021
Q1 		$574K Buy
+11,744
New +$525K 0.31% 31

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

Fountainhead AM's KKR Position: Q2 2026 in Review

Fountainhead AM increased its KKR & Co (KKR) stake by 53% in Q2 2026, buying an estimated $2.52K and bringing the position to 75 shares worth $6.88K. The position accounts for 0.01% of the portfolio, ranked #199.

Fountainhead AM first reported a position in KKR in Q1 2021 and has held it in 22 quarters since. The position peaked at $892K in Q4 2021. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Fountainhead AM held 75 shares of KKR & Co worth $6.88K as of Q2 2026.
  • Fountainhead AM bought 26 KKR & Co shares in Q2 2026, an estimated $2.52K.
  • KKR & Co made up 0.01% of Fountainhead AM's portfolio in Q2 2026, its #199 holding.
  • Fountainhead AM first reported a position in KKR & Co in Q1 2021 and has held it in 22 quarters since.
  • Fountainhead AM's KKR & Co position peaked at $892K in Q4 2021.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.