Hazlett, Burt & Watson’s KKR & Co KKR Stock Holding History

Hazlett, Burt & Watson’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	$41K	Hold	450	–	–	0.01%	481
2025 Q4	$58K	Hold	450	–	–	0.02%	420
2025 Q3	$58K	Hold	450	–	–	0.02%	392
2025 Q2	$59K	Hold	450	–	–	0.02%	354
2025 Q1	$53K	Hold	450	–	–	0.02%	348
2024 Q4	$67K	Hold	450	–	–	0.03%	322
2024 Q3	$59K	Hold	450	–	–	0.03%	337
2024 Q2	$49K	Hold	450	–	–	0.03%	338
2024 Q1	$45K	Hold	450	–	–	0.03%	339
2023 Q4	$36K	Hold	450	–	–	0.02%	351
2023 Q3	$27K	Hold	450	–	–	0.02%	378
2023 Q2	$26K	Hold	450	–	–	0.02%	381
2023 Q1	$23K	Hold	450	–	–	0.02%	374
2022 Q4	$22K	Buy	450 +250	+125%	+$12.2K	0.02%	375
2022 Q3	$8K	Buy	+200	New	+$10.1K	0.01%	477

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hazlett, Burt & Watson's KKR Position: Q1 2026 in Review

Hazlett, Burt & Watson held its KKR & Co (KKR) position steady in Q1 2026 at 450 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #481.

Hazlett, Burt & Watson first reported a position in KKR in Q3 2022 and has held it in 15 quarters since. The position peaked at $67K in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Hazlett, Burt & Watson held 450 shares of KKR & Co worth $41K as of Q1 2026.
Hazlett, Burt & Watson left its KKR & Co share count unchanged in Q1 2026.
KKR & Co made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #481 holding.
Hazlett, Burt & Watson first reported a position in KKR & Co in Q3 2022 and has held it in 15 quarters since.
Hazlett, Burt & Watson's KKR & Co position peaked at $67K in Q4 2024.
1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.