Haverford Trust Company
KKR icon

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
Q2 		$233K Sell
2,534
-1,648
-39% -$160K ﹤0.01% 398
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 $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

Haverford Trust Company's KKR Position: Q2 2026 in Review

Haverford Trust Company reduced its KKR & Co (KKR) stake by 39% in Q2 2026, selling an estimated $160K and leaving 2,534 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Haverford Trust Company first reported a position in KKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $517K in Q2 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Haverford Trust Company held 2,534 shares of KKR & Co worth $233K as of Q2 2026.
  • Haverford Trust Company sold 1,648 KKR & Co shares in Q2 2026, an estimated $160K.
  • KKR & Co made up ﹤0.01% of Haverford Trust Company's portfolio in Q2 2026, its #398 holding.
  • Haverford Trust Company first reported a position in KKR & Co in Q1 2024 and has held it in 10 quarters since.
  • Haverford Trust Company's KKR & Co position peaked at $517K in Q2 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.