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

Jaffetilchin 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
Q1 		– Sell
-7,645
Closed -$975K – 488
2025
Q4 		$975K Sell
7,645
-819
-10% -$102K 0.06% 191
2025
Q3 		$1.1M Buy
8,464
+447
+6% +$63.5K 0.07% 180
2025
Q2 		$1.07M Buy
+8,017
New +$938K 0.07% 172
2024
Q4 		– Sell
-831
Closed -$109K – 856
2024
Q3 		$109K Buy
+831
New +$98.3K 0.01% 454
2014
Q1 		– Sell
-33,573
Closed -$817K – 205
2013
Q4 		$817K Buy
+33,573
New +$773K 0.4% 50

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jaffetilchin Investment Partners's KKR Position: Q1 2026 in Review

Jaffetilchin Investment Partners sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 7,645 shares — an estimated $975K sold.

Jaffetilchin Investment Partners first reported a position in KKR in Q4 2013 and held it in 5 quarters. The position peaked at $1.1M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Jaffetilchin Investment Partners reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 7,645 KKR & Co shares in Q1 2026, an estimated $975K.
  • Jaffetilchin Investment Partners first reported a position in KKR & Co in Q4 2013 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's KKR & Co position peaked at $1.1M in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.