Jefferies Financial Group’s KKR & Co KKR Stock Holding History

Jefferies Financial Group’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	-2,451	Closed	-$312K	–	1984
2025 Q4	$312K	Sell	2,451 -614,021	-100%	-$76.4M	﹤0.01%	1487
2025 Q3	$80.1M	Buy	616,472 +577,586	+1,485%	+$82M	0.38%	34
2025 Q2	$5.17M	Buy	38,886 +34,699	+829%	+$4.06M	0.04%	292
2025 Q1	$484K	Sell	4,187 -26,742	-86%	-$3.68M	﹤0.01%	1054
2024 Q4	$4.57M	Buy	30,929 +19,670	+175%	+$2.89M	0.03%	395
2024 Q3	$1.47M	Buy	11,259 +8,876	+372%	+$1.05M	0.01%	675
2024 Q2	$251K	Hold	2,383	–	–	﹤0.01%	1170
2024 Q1	$240K	Sell	2,383 -41,407	-95%	-$3.81M	﹤0.01%	1286
2023 Q4	$3.63M	Buy	+43,790	New	+$2.96M	0.02%	496
2023 Q3	–	Sell	-143,616	Closed	-$8.04M	–	1795
2023 Q2	$8.04M	Buy	+143,616	New	+$7.52M	0.07%	252

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

Jefferies Financial Group's KKR Position: Q1 2026 in Review

Jefferies Financial Group sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,451 shares — an estimated $312K sold.

Jefferies Financial Group first reported a position in KKR in Q2 2023 and held it in 10 quarters. The position peaked at $80.1M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Jefferies Financial Group reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 2,451 KKR & Co shares in Q1 2026, an estimated $312K.
Jefferies Financial Group first reported a position in KKR & Co in Q2 2023 and held it in 10 quarters.
Jefferies Financial Group's KKR & Co position peaked at $80.1M in Q3 2025.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.