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HM Payson & Co’s KKR & Co KKR Stock Holding History

HM Payson & Co’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 		$6.06K Hold
66
– – ﹤0.01% 967
2026
Q1 		$6.11K Sell
66
-53
-45% -$5.59K ﹤0.01% 961
2025
Q4 		$15.2K Buy
119
+27
+29% +$3.36K ﹤0.01% 875
2025
Q3 		$12K Buy
92
+26
+39% +$3.69K ﹤0.01% 889
2025
Q2 		$8.78K Hold
66
– – ﹤0.01% 857
2025
Q1 		$7.63K Sell
66
-210
-76% -$28.9K ﹤0.01% 881
2024
Q4 		$40.8K Buy
276
+272
+6,800% +$39.9K ﹤0.01% 673
2024
Q3 		$523 Buy
+4
New +$473 ﹤0.01% 1068
2023
Q2 		– Sell
-352
Closed -$18.5K – 1037
2023
Q1 		$18.5K Hold
352
– – ﹤0.01% 722
2022
Q4 		$16.3K Sell
352
-46
-12% -$2.24K ﹤0.01% 702
2022
Q3 		$17K Hold
398
– – ﹤0.01% 720
2022
Q2 		$18K Buy
398
+100
+34% +$5.25K ﹤0.01% 736
2022
Q1 		$17K Buy
298
+46
+18% +$2.9K ﹤0.01% 774
2021
Q4 		$19K Buy
+252
New +$18.6K ﹤0.01% 770
2016
Q2 		– Sell
-10,000
Closed -$147K – 334
2016
Q1 		$147K Buy
+10,000
New +$136K 0.01% 323

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 $3.37T AUM 44.26% 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

HM Payson & Co's KKR Position: Q2 2026 in Review

HM Payson & Co held its KKR & Co (KKR) position steady in Q2 2026 at 66 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

HM Payson & Co first reported a position in KKR in Q1 2016 and has held it in 15 quarters since. The position peaked at $147K in Q1 2016. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • HM Payson & Co held 66 shares of KKR & Co worth $6.06K as of Q2 2026.
  • HM Payson & Co left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #967 holding.
  • HM Payson & Co first reported a position in KKR & Co in Q1 2016 and has held it in 15 quarters since.
  • HM Payson & Co's KKR & Co position peaked at $147K in Q1 2016.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.