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J. Safra Asset Management’s KKR & Co KKR Stock Holding History

J. Safra Asset 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
Q1 		$73.5K Sell
794
-149
-16% -$15.7K ﹤0.01% 249
2025
Q4 		$120K Hold
943
– – 0.01% 241
2025
Q3 		$122K Buy
943
+423
+81% +$60K 0.01% 193
2025
Q2 		$69.2K Hold
520
– – ﹤0.01% 191
2025
Q1 		$60.1K Buy
520
+1
+0.2% +$138 ﹤0.01% 181
2024
Q4 		$77K Buy
+519
New +$76.1K 0.01% 174

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

J. Safra Asset Management's KKR Position: Q1 2026 in Review

J. Safra Asset Management reduced its KKR & Co (KKR) stake by 16% in Q1 2026, selling an estimated $15.7K and leaving 794 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

J. Safra Asset Management first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. The position peaked at $122K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • J. Safra Asset Management held 794 shares of KKR & Co worth $73.5K as of Q1 2026.
  • J. Safra Asset Management sold 149 KKR & Co shares in Q1 2026, an estimated $15.7K.
  • KKR & Co made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #249 holding.
  • J. Safra Asset Management first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • J. Safra Asset Management's KKR & Co position peaked at $122K in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.