Joel Isaacson & Co’s KKR & Co KKR Stock Holding History

Joel Isaacson & Co’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	$417K	Buy	4,546 +5	+0.1%	+$485	0.01%	333
2026 Q1	$420K	Buy	4,541 +5	+0.1%	+$527	0.01%	305
2025 Q4	$578K	Sell	4,536 -34	-0.7%	-$4.23K	0.02%	261
2025 Q3	$594K	Buy	4,570 +3	+0.1%	+$426	0.02%	241
2025 Q2	$608K	Buy	+4,567	New	+$535K	0.02%	224
2016 Q3	–	Sell	-2,000	Closed	-$25K	–	726
2016 Q2	$25K	Sell	2,000 -1,000	-33%	-$13.4K	0.01%	435
2016 Q1	$44K	Hold	3,000	–	–	0.01%	354
2015 Q4	$47K	Sell	3,000 -702	-19%	-$12K	0.01%	338
2015 Q3	$62K	Hold	3,702	–	–	0.02%	305
2015 Q2	$85K	Buy	3,702 +1,702	+85%	+$39.1K	0.02%	274
2015 Q1	$46K	Hold	2,000	–	–	0.01%	366
2014 Q4	$46K	Hold	2,000	–	–	0.01%	338
2014 Q3	$45K	Hold	2,000	–	–	0.01%	316
2014 Q2	$49K	Hold	2,000	–	–	0.02%	307
2014 Q1	$46K	Hold	2,000	–	–	0.02%	312
2013 Q4	$49K	Hold	2,000	–	–	0.02%	274
2013 Q3	$41K	Buy	+2,000	New	+$40.1K	0.02%	288

Other funds holding KKR

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Joel Isaacson & Co's KKR Position: Q2 2026 in Review

Joel Isaacson & Co increased its KKR & Co (KKR) stake by 0.11% in Q2 2026, buying an estimated $485 and bringing the position to 4,546 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #333.

Joel Isaacson & Co first reported a position in KKR in Q3 2013 and has held it in 17 quarters since. The position peaked at $608K in Q2 2025. 690 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Joel Isaacson & Co held 4,546 shares of KKR & Co worth $417K as of Q2 2026.
Joel Isaacson & Co bought 5 KKR & Co shares in Q2 2026, an estimated $485.
KKR & Co made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #333 holding.
Joel Isaacson & Co first reported a position in KKR & Co in Q3 2013 and has held it in 17 quarters since.
Joel Isaacson & Co's KKR & Co position peaked at $608K in Q2 2025.
690 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.