Intact Investment Management’s KKR & Co KKR Stock Holding History

Intact Investment Management’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	–	Sell	-5,800	Closed	-$562K	–	250
2026 Q1	$537K	Hold	5,800	–	–	0.02%	247
2025 Q4	$739K	Hold	5,800	–	–	0.02%	227
2025 Q3	$754K	Buy	5,800 +1,600	+38%	+$227K	0.02%	231
2025 Q2	$559K	Buy	+4,200	New	+$492K	0.02%	246
2024 Q1	–	Sell	-2,200	Closed	-$182K	–	267
2023 Q4	$182K	Hold	2,200	–	–	0.01%	248
2023 Q3	$136K	Hold	2,200	–	–	0.01%	249
2023 Q2	$123K	Sell	2,200 -7,800	-78%	-$409K	0.01%	249
2023 Q1	$525K	Hold	10,000	–	–	0.02%	219
2022 Q4	$464K	Hold	10,000	–	–	0.02%	221
2022 Q3	$430K	Hold	10,000	–	–	0.01%	232
2022 Q2	$463K	Hold	10,000	–	–	0.01%	226
2022 Q1	$585K	Buy	10,000 +1,200	+14%	+$75.5K	0.01%	234
2021 Q4	$656K	Sell	8,800 -2,200	-20%	-$162K	0.02%	231
2021 Q3	$670K	Hold	11,000	–	–	0.02%	220
2021 Q2	$652K	Sell	11,000 -2,500	-19%	-$139K	0.02%	215
2021 Q1	$660K	Buy	+13,500	New	+$604K	0.02%	211

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intact Investment Management's KKR Position: Q2 2026 in Review

Intact Investment Management sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 5,800 shares — an estimated $562K sold.

Intact Investment Management first reported a position in KKR in Q1 2021 and held it in 16 quarters. The position peaked at $754K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Intact Investment Management reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
Intact Investment Management sold 5,800 KKR & Co shares in Q2 2026, an estimated $562K.
Intact Investment Management first reported a position in KKR & Co in Q1 2021 and held it in 16 quarters.
Intact Investment Management's KKR & Co position peaked at $754K in Q3 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.