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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Glenview Trust's KKR Position: Q1 2026 in Review

Glenview Trust reduced its KKR & Co (KKR) stake by 27% in Q1 2026, selling an estimated $203K and leaving 5,133 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #368.

Glenview Trust first reported a position in KKR in Q2 2021 and has held it in 19 quarters since. The position peaked at $925K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Glenview Trust held 5,133 shares of KKR & Co worth $475K as of Q1 2026.
  • Glenview Trust sold 1,928 KKR & Co shares in Q1 2026, an estimated $203K.
  • KKR & Co made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #368 holding.
  • Glenview Trust first reported a position in KKR & Co in Q2 2021 and has held it in 19 quarters since.
  • Glenview Trust's KKR & Co position peaked at $925K in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.