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Greenleaf Trust’s KKR & Co KKR Stock Holding History

Greenleaf 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 		$794K Buy
8,655
+34
+0.4% +$3.3K 0.01% 413
2026
Q1 		$797K Buy
8,621
+361
+4% +$38.1K 0.01% 387
2025
Q4 		$1.05M Sell
8,260
-47
-0.6% -$5.85K 0.01% 322
2025
Q3 		$1.08M Buy
8,307
+1,574
+23% +$223K 0.01% 308
2025
Q2 		$896K Sell
6,733
-265
-4% -$31K 0.01% 342
2025
Q1 		$809K Buy
6,998
+861
+14% +$118K 0.01% 378
2024
Q4 		$908K Buy
6,137
+444
+8% +$65.1K 0.01% 349
2024
Q3 		$743K Buy
5,693
+1,824
+47% +$216K 0.01% 419
2024
Q2 		$407K Buy
3,869
+128
+3% +$13K ﹤0.01% 529
2024
Q1 		$376K Hold
3,741
– – ﹤0.01% 540
2023
Q4 		$310K Buy
3,741
+78
+2% +$5.28K ﹤0.01% 586
2023
Q3 		$226K Buy
+3,663
New +$222K ﹤0.01% 673
2022
Q4 		– Sell
-4,839
Closed -$208K – 761
2022
Q3 		$208K Hold
4,839
– – ﹤0.01% 658
2022
Q2 		$224K Buy
4,839
+1,000
+26% +$52.5K ﹤0.01% 645
2022
Q1 		$224K Buy
+3,839
New +$242K ﹤0.01% 693

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Greenleaf Trust's KKR Position: Q2 2026 in Review

Greenleaf Trust increased its KKR & Co (KKR) stake by 0.39% in Q2 2026, buying an estimated $3.3K and bringing the position to 8,655 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #413.

Greenleaf Trust first reported a position in KKR in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q3 2025. 231 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Greenleaf Trust held 8,655 shares of KKR & Co worth $794K as of Q2 2026.
  • Greenleaf Trust bought 34 KKR & Co shares in Q2 2026, an estimated $3.3K.
  • KKR & Co made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #413 holding.
  • Greenleaf Trust first reported a position in KKR & Co in Q1 2022 and has held it in 15 quarters since.
  • Greenleaf Trust's KKR & Co position peaked at $1.08M in Q3 2025.
  • 231 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.