GRIM
KKR icon

Greenhaven Road Investment Management’s KKR & Co KKR Stock Holding History

Greenhaven Road Investment Management’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 		$10.5M Buy
114,051
+7,451
+7% +$723K 6.8% 8
2026
Q1 		$9.86M Sell
106,600
-83,500
-44% -$8.8M 6.78% 7
2025
Q4 		$21.7M Sell
190,100
-29,600
-13% -$3.68M 3.66% 7
2025
Q3 		$28.6M Sell
219,700
-15,000
-6% -$2.13M 4.21% 6
2025
Q2 		$31.2M Sell
234,700
-10,000
-4% -$1.17M 10.69% 2
2025
Q1 		$28.3M Sell
244,700
-22,000
-8% -$3.03M 11.53% 3
2024
Q4 		$39.4M Sell
266,700
-12,000
-4% -$1.76M 6.31% 4
2024
Q3 		$36.4M Sell
278,700
-42,000
-13% -$4.97M 15.48% 2
2024
Q2 		$33.8M Sell
320,700
-35,000
-10% -$3.56M 15.64% 2
2024
Q1 		$35.8M Sell
355,700
-75,000
-17% -$6.9M 15.15% 2
2023
Q4 		$35.7M Sell
430,700
-123,000
-22% -$8.33M 15% 2
2023
Q3 		$34.1M Sell
553,700
-92,000
-14% -$5.59M 17.11% 2
2023
Q2 		$36.2M Sell
645,700
-16,000
-2% -$838K 18.32% 2
2023
Q1 		$34.8M Hold
661,700
– – 19.95% 2
2022
Q4 		$30.7M Sell
661,700
-38,300
-5% -$1.87M 19.82% 2
2022
Q3 		$30.1M Sell
700,000
-150,000
-18% -$7.58M 18.09% 2
2022
Q2 		$39.3M Hold
850,000
– – 20.21% 2
2022
Q1 		$49.7M Hold
850,000
– – 16.23% 3
2021
Q4 		$63.3M Hold
850,000
– – 14.26% 2
2021
Q3 		$51.7M Hold
850,000
– – 10.22% 4
2021
Q2 		$50.4M Hold
850,000
– – 10.32% 4
2021
Q1 		$41.5M Buy
850,000
+100,000
+13% +$4.47M 9.26% 4
2020
Q4 		$30.4M Buy
750,000
+25,000
+3% +$945K 6.39% 5
2020
Q3 		$24.9M Buy
725,000
+169,000
+30% +$5.91M 9.6% 4
2020
Q2 		$17.2M Buy
556,000
+6,000
+1% +$161K 11.35% 3
2020
Q1 		$12.9M Sell
550,000
-320,749
-37% -$9.21M 16.19% 1
2019
Q4 		$25.4M Buy
+870,749
New +$24.8M 22.19% 2

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

Greenhaven Road Investment Management's KKR Position: Q2 2026 in Review

Greenhaven Road Investment Management increased its KKR & Co (KKR) stake by 7% in Q2 2026, buying an estimated $723K and bringing the position to 114,051 shares worth $10.5M. The position accounts for 6.8% of the portfolio, ranked #8.

Greenhaven Road Investment Management first reported a position in KKR in Q4 2019 and has held it in 27 quarters since. The position peaked at $63.3M in Q4 2021. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Greenhaven Road Investment Management held 114,051 shares of KKR & Co worth $10.5M as of Q2 2026.
  • Greenhaven Road Investment Management bought 7,451 KKR & Co shares in Q2 2026, an estimated $723K.
  • KKR & Co made up 6.8% of Greenhaven Road Investment Management's portfolio in Q2 2026, its #8 holding.
  • Greenhaven Road Investment Management first reported a position in KKR & Co in Q4 2019 and has held it in 27 quarters since.
  • Greenhaven Road Investment Management's KKR & Co position peaked at $63.3M in Q4 2021.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Greenhaven Road Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.