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Horizon Investments’s KKR & Co KKR Stock Holding History

Horizon Investments’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 		$1.64M Buy
17,892
+2,092
+13% +$203K 0.02% 584
2026
Q1 		$1.46M Buy
15,800
+1,828
+13% +$193K 0.02% 561
2025
Q4 		$1.78M Sell
13,972
-350
-2% -$43.5K 0.02% 497
2025
Q3 		$1.86M Buy
14,322
+1,426
+11% +$202K 0.02% 484
2025
Q2 		$1.71M Buy
12,896
+1,846
+17% +$216K 0.03% 429
2025
Q1 		$1.28M Buy
11,050
+464
+4% +$63.8K 0.04% 248
2024
Q4 		$1.57M Buy
10,586
+148
+1% +$21.7K 0.04% 218
2024
Q3 		$1.36M Buy
10,438
+1,354
+15% +$160K 0.04% 226
2024
Q2 		$956K Buy
+9,084
New +$925K 0.03% 264
2022
Q4 		– Sell
-17,706
Closed -$761K – 552
2022
Q3 		$761K Buy
+17,706
New +$895K 0.02% 262
2022
Q2 		– Sell
-28,204
Closed -$1.65M – 502
2022
Q1 		$1.65M Buy
28,204
+4,846
+21% +$305K 0.05% 168
2021
Q4 		$1.74M Buy
23,358
+1,420
+6% +$105K 0.05% 158
2021
Q3 		$1.34M Buy
21,938
+11,395
+108% +$716K 0.04% 185
2021
Q2 		$625K Buy
+10,543
New +$585K 0.02% 282
2014
Q3 		– Sell
-16,800
Closed -$409K – 136
2014
Q2 		$409K Hold
16,800
– – 0.05% 76
2014
Q1 		$384K Buy
+16,800
New +$407K 0.05% 76

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

Horizon Investments's KKR Position: Q2 2026 in Review

Horizon Investments increased its KKR & Co (KKR) stake by 13% in Q2 2026, buying an estimated $203K and bringing the position to 17,892 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #584.

Horizon Investments first reported a position in KKR in Q1 2014 and has held it in 16 quarters since. The position peaked at $1.86M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Horizon Investments held 17,892 shares of KKR & Co worth $1.64M as of Q2 2026.
  • Horizon Investments bought 2,092 KKR & Co shares in Q2 2026, an estimated $203K.
  • KKR & Co made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #584 holding.
  • Horizon Investments first reported a position in KKR & Co in Q1 2014 and has held it in 16 quarters since.
  • Horizon Investments's KKR & Co position peaked at $1.86M in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.