Guardian Investment Management’s KKR & Co KKR Stock Holding History

Guardian 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	$1.63M	Buy	16,144 +1,560	+11%	+$151K	1.05%	26
2026 Q1	$1.46M	Buy	14,584 +3,706	+34%	+$391K	1.15%	24
2025 Q4	$1.41M	Buy	10,878 +3	+0%	+$373	1.1%	26
2025 Q3	$1.41M	Sell	10,875 -1,350	-11%	-$192K	1.2%	27
2025 Q2	$1.63M	Sell	12,225 -150	-1%	-$17.6K	1.64%	17
2025 Q1	$1.36M	Sell	12,375 -50	-0.4%	-$6.88K	1.14%	21
2024 Q4	$1.84M	Sell	12,425 -100	-0.8%	-$14.7K	1.31%	18
2024 Q3	$1.64M	Sell	12,525 -900	-7%	-$106K	1.41%	22
2024 Q2	$1.41M	Sell	13,425 -75	-0.6%	-$7.64K	1.01%	32
2024 Q1	$1.36M	Hold	13,500	–	–	1.09%	31
2023 Q4	$1.12M	Hold	13,500	–	–	0.94%	32
2023 Q3	$832K	Hold	13,500	–	–	0.76%	36
2023 Q2	$756K	Sell	13,500 -250	-2%	-$13.1K	0.64%	43
2023 Q1	$672K	Buy	13,750 +250	+2%	+$13.4K	0.5%	49
2022 Q4	$627K	Sell	13,500 -250	-2%	-$12.2K	0.59%	43
2022 Q3	$591K	Hold	13,750	–	–	0.6%	42
2022 Q2	$636K	Hold	13,750	–	–	0.55%	47
2022 Q1	$803K	Hold	13,750	–	–	0.62%	45
2021 Q4	$1.02M	Hold	13,750	–	–	0.71%	39
2021 Q3	$837K	Hold	13,750	–	–	0.62%	44
2021 Q2	$815K	Hold	13,750	–	–	0.56%	46
2021 Q1	$672K	Hold	13,750	–	–	0.48%	48
2020 Q4	$556K	Hold	13,750	–	–	0.42%	50
2020 Q3	$472K	Sell	13,750 -500	-4%	-$17.5K	0.41%	48
2020 Q2	$440K	Sell	14,250 -3,249	-19%	-$87.3K	0.4%	47
2020 Q1	$411K	Buy	+17,499	New	+$503K	0.42%	46
2018 Q2	–	Sell	-18,249	Closed	-$370K	–	54
2018 Q1	$370K	Hold	18,249	–	–	0.39%	49
2017 Q4	$384K	Sell	18,249 -1,500	-8%	-$30.1K	0.41%	49
2017 Q3	$401K	Buy	19,749 +1,249	+7%	+$23.7K	0.44%	48
2017 Q2	$344K	Hold	18,500	–	–	0.38%	53
2017 Q1	$337K	Buy	+18,500	New	+$329K	0.37%	51

Other funds holding KKR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Guardian Investment Management's KKR Position: Q2 2026 in Review

Guardian Investment Management increased its KKR & Co (KKR) stake by 11% in Q2 2026, buying an estimated $151K and bringing the position to 16,144 shares worth $1.63M. The position accounts for 1.05% of the portfolio, ranked #26.

Guardian Investment Management first reported a position in KKR in Q1 2017 and has held it in 31 quarters since. The position peaked at $1.84M in Q4 2024. 412 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Guardian Investment Management held 16,144 shares of KKR & Co worth $1.63M as of Q2 2026.
Guardian Investment Management bought 1,560 KKR & Co shares in Q2 2026, an estimated $151K.
KKR & Co made up 1.05% of Guardian Investment Management's portfolio in Q2 2026, its #26 holding.
Guardian Investment Management first reported a position in KKR & Co in Q1 2017 and has held it in 31 quarters since.
Guardian Investment Management's KKR & Co position peaked at $1.84M in Q4 2024.
412 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.