IEQ Capital’s KKR & Co KKR Stock Holding History

IEQ Capital’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	$189K	Buy	+59,300	New	+$6.25M	﹤0.01%	1709

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

IEQ Capital's KKR Position: Q1 2026 in Review

IEQ Capital increased its KKR & Co (KKR) stake by 2,710% in Q1 2026, buying an estimated $17.8M and bringing the position to 174,684 shares worth $16.2M. The position accounts for 0.08% of the portfolio, ranked #255.

IEQ Capital first reported a position in KKR in Q1 2022 and has held it in 17 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

IEQ Capital held 174,684 shares of KKR & Co worth $16.2M as of Q1 2026.
IEQ Capital bought 168,467 KKR & Co shares in Q1 2026, an estimated $17.8M.
KKR & Co made up 0.08% of IEQ Capital's portfolio in Q1 2026, its #255 holding.
IEQ Capital first reported a position in KKR & Co in Q1 2022 and has held it in 17 quarters since.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.