Garrison Bradford & Associates’s KKR & Co KKR Stock Holding History

Garrison Bradford & Associates’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 Q1	–	Sell	-1,261	Closed	-$161K	–	40
2025 Q4	$161K	Buy	+1,261	New	+$157K	0.17%	31
2025 Q3	–	Sell	-1,561	Closed	-$208K	–	44
2025 Q2	$208K	Sell	1,561 -100	-6%	-$11.7K	0.23%	30
2025 Q1	$192K	Hold	1,661	–	–	0.21%	29
2024 Q4	$246K	Hold	1,661	–	–	0.26%	26
2024 Q3	$217K	Sell	1,661 -590	-26%	-$69.8K	0.22%	27
2024 Q2	$237K	Hold	2,251	–	–	0.24%	26
2024 Q1	$226K	Buy	+2,251	New	+$207K	0.23%	26
2021 Q1	–	Sell	-4,950	Closed	-$200K	–	52
2020 Q4	$200K	Buy	+4,950	New	+$187K	0.24%	47
2016 Q2	–	Sell	-12,000	Closed	-$176K	–	91
2016 Q1	$176K	Hold	12,000	–	–	0.2%	60
2015 Q4	$187K	Sell	12,000 -1,500	-11%	-$25.6K	0.21%	64
2015 Q3	$227K	Hold	13,500	–	–	0.25%	69
2015 Q2	$308K	Buy	13,500 +3,000	+29%	+$68.9K	0.3%	64
2015 Q1	$240K	Buy	+10,500	New	+$248K	0.22%	77

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Garrison Bradford & Associates's KKR Position: Q1 2026 in Review

Garrison Bradford & Associates sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,261 shares — an estimated $161K sold.

Garrison Bradford & Associates first reported a position in KKR in Q1 2015 and held it in 13 quarters. The position peaked at $308K in Q2 2015. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Garrison Bradford & Associates reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Garrison Bradford & Associates sold 1,261 KKR & Co shares in Q1 2026, an estimated $161K.
Garrison Bradford & Associates first reported a position in KKR & Co in Q1 2015 and held it in 13 quarters.
Garrison Bradford & Associates's KKR & Co position peaked at $308K in Q2 2015.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Garrison Bradford & Associates's 13F filing for Q1 2026, filed 4 May 2026.