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Glenview Trust’s KKR & Co KKR Stock Holding History

Glenview Trust’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 		$411K Sell
4,474
-659
-13% -$63.9K 0.01% 403
2026
Q1 		$475K Sell
5,133
-1,928
-27% -$203K 0.01% 368
2025
Q4 		$900K Sell
7,061
-57
-0.8% -$7.09K 0.01% 300
2025
Q3 		$925K Buy
7,118
+378
+6% +$53.7K 0.01% 301
2025
Q2 		$897K Buy
6,740
+271
+4% +$31.7K 0.02% 296
2025
Q1 		$748K Buy
6,469
+770
+14% +$106K 0.01% 301
2024
Q4 		$843K Hold
5,699
– – 0.02% 294
2024
Q3 		$744K Buy
5,699
+745
+15% +$88.1K 0.01% 297
2024
Q2 		$521K Buy
4,954
+1,590
+47% +$162K 0.01% 342
2024
Q1 		$338K Sell
3,364
-11
-0.3% -$1.01K 0.01% 384
2023
Q4 		$280K Sell
3,375
-4,287
-56% -$290K 0.01% 402
2023
Q3 		$472K Buy
7,662
+197
+3% +$12K 0.01% 330
2023
Q2 		$418K Buy
7,465
+277
+4% +$14.5K 0.01% 343
2023
Q1 		$378K Buy
7,188
+831
+13% +$44.6K 0.01% 356
2022
Q4 		$295K Buy
+6,357
New +$310K 0.01% 370
2022
Q3 		– Sell
-5,314
Closed -$246K – 414
2022
Q2 		$246K Hold
5,314
– – 0.01% 373
2022
Q1 		$311K Hold
5,314
– – 0.01% 360
2021
Q4 		$396K Hold
5,314
– – 0.01% 329
2021
Q3 		$323K Sell
5,314
-100
-2% -$6.28K 0.01% 334
2021
Q2 		$321K Buy
+5,414
New +$300K 0.01% 343

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

Glenview Trust's KKR Position: Q2 2026 in Review

Glenview Trust reduced its KKR & Co (KKR) stake by 13% in Q2 2026, selling an estimated $63.9K and leaving 4,474 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #403.

Glenview Trust first reported a position in KKR in Q2 2021 and has held it in 20 quarters since. The position peaked at $925K in Q3 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Glenview Trust held 4,474 shares of KKR & Co worth $411K as of Q2 2026.
  • Glenview Trust sold 659 KKR & Co shares in Q2 2026, an estimated $63.9K.
  • KKR & Co made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #403 holding.
  • Glenview Trust first reported a position in KKR & Co in Q2 2021 and has held it in 20 quarters since.
  • Glenview Trust's KKR & Co position peaked at $925K in Q3 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.