FCH
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Freestone Capital Holdings’s KKR & Co KKR Stock Holding History

Freestone Capital Holdings’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 		$327K Buy
3,557
+1,049
+42% +$102K 0.01% 468
2026
Q1 		$232K Sell
2,508
-16
-0.6% -$1.69K 0.01% 493
2025
Q4 		$322K Buy
2,524
+53
+2% +$6.59K 0.01% 408
2025
Q3 		$321K Hold
2,471
– – 0.01% 416
2025
Q2 		$329K Buy
2,471
+37
+2% +$4.33K 0.01% 347
2025
Q1 		$281K Buy
2,434
+30
+1% +$4.13K 0.01% 361
2024
Q4 		$356K Sell
2,404
-27
-1% -$3.96K 0.01% 329
2024
Q3 		$317K Sell
2,431
-299
-11% -$35.4K 0.01% 348
2024
Q2 		$287K Buy
+2,730
New +$278K 0.01% 391
2021
Q1 		– Sell
-1,326
Closed -$53.7K – 770
2020
Q4 		$53.7K Sell
1,326
-2,524
-66% -$95.4K ﹤0.01% 551
2020
Q3 		$132K Buy
+3,850
New +$135K 0.01% 372
2020
Q2 		– Sell
-4,850
Closed -$23.6M – 368
2020
Q1 		$23.6M Buy
+4,850
New +$139K 0.51% 17
2019
Q4 		– Sell
-7,700
Closed -$207K – 391
2019
Q3 		$207K Buy
+7,700
New +$203K 0.01% 361
2017
Q3 		– Sell
-13,951
Closed -$259K – 351
2017
Q2 		$259K Buy
13,951
+101
+0.7% +$1.85K 0.02% 300
2017
Q1 		$252K Hold
13,850
– – 0.02% 319
2016
Q4 		$213K Hold
13,850
– – 0.02% 322
2016
Q3 		$198K Sell
13,850
-1,000
-7% -$14.2K 0.02% 326
2016
Q2 		$183K Sell
14,850
-2,565
-15% -$34.3K 0.02% 303
2016
Q1 		$256K Buy
17,415
+3,565
+26% +$48.5K 0.03% 296
2015
Q4 		$216K Hold
13,850
– – 0.02% 327
2015
Q3 		$232K Buy
+13,850
New +$294K 0.03% 301

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 $3.38T AUM 44.17% 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

Freestone Capital Holdings's KKR Position: Q2 2026 in Review

Freestone Capital Holdings increased its KKR & Co (KKR) stake by 42% in Q2 2026, buying an estimated $102K and bringing the position to 3,557 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #468.

Freestone Capital Holdings first reported a position in KKR in Q3 2015 and has held it in 21 quarters since. The position peaked at $23.6M in Q1 2020. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Freestone Capital Holdings held 3,557 shares of KKR & Co worth $327K as of Q2 2026.
  • Freestone Capital Holdings bought 1,049 KKR & Co shares in Q2 2026, an estimated $102K.
  • KKR & Co made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #468 holding.
  • Freestone Capital Holdings first reported a position in KKR & Co in Q3 2015 and has held it in 21 quarters since.
  • Freestone Capital Holdings's KKR & Co position peaked at $23.6M in Q1 2020.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.