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HUB Investment Partners’s KKR & Co KKR Stock Holding History

HUB Investment Partners’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 		$1.81M Buy
19,689
+1,588
+9% +$154K 0.03% 315
2026
Q1 		$1.67M Sell
18,101
-5,955
-25% -$628K 0.04% 274
2025
Q4 		$3.07M Sell
24,056
-66
-0.3% -$8.21K 0.08% 173
2025
Q3 		$3.13M Buy
24,122
+6,341
+36% +$900K 0.1% 159
2025
Q2 		$2.37M Buy
17,781
+15,746
+774% +$1.84M 0.08% 172
2025
Q1 		$235K Buy
+2,035
New +$280K 0.01% 508

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

HUB Investment Partners's KKR Position: Q2 2026 in Review

HUB Investment Partners increased its KKR & Co (KKR) stake by 8.8% in Q2 2026, buying an estimated $154K and bringing the position to 19,689 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #315.

HUB Investment Partners first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.13M in Q3 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • HUB Investment Partners held 19,689 shares of KKR & Co worth $1.81M as of Q2 2026.
  • HUB Investment Partners bought 1,588 KKR & Co shares in Q2 2026, an estimated $154K.
  • KKR & Co made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #315 holding.
  • HUB Investment Partners first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • HUB Investment Partners's KKR & Co position peaked at $3.13M in Q3 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.