James J. Burns & Company’s KKR & Co KKR Stock Holding History

James J. Burns & Company’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	$622K	Sell	6,774 -1,000	-13%	-$97K	0.07%	98
2026 Q1	$719K	Sell	7,774 -1	-0%	-$105	0.1%	81
2025 Q4	$991K	Hold	7,775	–	–	0.14%	64
2025 Q3	$1.01M	Sell	7,775 -25	-0.3%	-$3.55K	0.15%	65
2025 Q2	$1.04M	Sell	7,800 -727	-9%	-$85.1K	0.17%	62
2025 Q1	$986K	Buy	8,527 +117	+1%	+$16.1K	0.18%	62
2024 Q4	$1.24M	Sell	8,410 -1,623	-16%	-$238K	0.22%	58
2024 Q3	$1.31M	Sell	10,033 -2,000	-17%	-$237K	0.24%	53
2024 Q2	$1.27M	Buy	+12,033	New	+$1.23M	0.25%	54
2024 Q1	–	Sell	-12,033	Closed	-$997K	–	103
2023 Q4	$997K	Hold	12,033	–	–	0.24%	53
2023 Q3	$741K	Buy	12,033 +20	+0.2%	+$1.22K	0.2%	57
2023 Q2	$673K	Hold	12,013	–	–	0.17%	62
2023 Q1	$631K	Buy	+12,013	New	+$645K	0.16%	69

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

James J. Burns & Company's KKR Position: Q2 2026 in Review

James J. Burns & Company reduced its KKR & Co (KKR) stake by 13% in Q2 2026, selling an estimated $97K and leaving 6,774 shares worth $622K. The position accounts for 0.07% of the portfolio, ranked #98.

James J. Burns & Company first reported a position in KKR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.31M in Q3 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

James J. Burns & Company held 6,774 shares of KKR & Co worth $622K as of Q2 2026.
James J. Burns & Company sold 1,000 KKR & Co shares in Q2 2026, an estimated $97K.
KKR & Co made up 0.07% of James J. Burns & Company's portfolio in Q2 2026, its #98 holding.
James J. Burns & Company first reported a position in KKR & Co in Q1 2023 and has held it in 13 quarters since.
James J. Burns & Company's KKR & Co position peaked at $1.31M in Q3 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.