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Haverford Trust Company’s KKR & Co KKR Stock Holding History

Haverford Trust Company’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 		$387K Buy
4,182
+342
+9% +$36K ﹤0.01% 337
2025
Q4 		$490K Buy
3,840
+14
+0.4% +$1.74K ﹤0.01% 296
2025
Q3 		$497K Sell
3,826
-58
-1% -$8.23K ﹤0.01% 290
2025
Q2 		$517K Buy
3,884
+1,010
+35% +$118K ﹤0.01% 291
2025
Q1 		$332K Hold
2,874
– – ﹤0.01% 334
2024
Q4 		$425K Hold
2,874
– – ﹤0.01% 310
2024
Q3 		$375K Buy
2,874
+473
+20% +$56K ﹤0.01% 342
2024
Q2 		$253K Buy
2,401
+68
+3% +$6.92K ﹤0.01% 373
2024
Q1 		$235K Buy
+2,333
New +$215K ﹤0.01% 358

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

Haverford Trust Company's KKR Position: Q1 2026 in Review

Haverford Trust Company increased its KKR & Co (KKR) stake by 8.9% in Q1 2026, buying an estimated $36K and bringing the position to 4,182 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Haverford Trust Company first reported a position in KKR in Q1 2024 and has held it in 9 quarters since. The position peaked at $517K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Haverford Trust Company held 4,182 shares of KKR & Co worth $387K as of Q1 2026.
  • Haverford Trust Company bought 342 KKR & Co shares in Q1 2026, an estimated $36K.
  • KKR & Co made up ﹤0.01% of Haverford Trust Company's portfolio in Q1 2026, its #337 holding.
  • Haverford Trust Company first reported a position in KKR & Co in Q1 2024 and has held it in 9 quarters since.
  • Haverford Trust Company's KKR & Co position peaked at $517K in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.