JFGIW
KKR icon

Johnson Financial Group Inc (Wisconsin)’s KKR & Co KKR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$62K Sell
676
-2,921
-81% -$283K ﹤0.01% 451
2026
Q1 		$333K Sell
3,597
-451
-11% -$47.5K 0.01% 265
2025
Q4 		$516K Sell
4,048
-21
-0.5% -$2.61K 0.02% 228
2025
Q3 		$529K Buy
4,069
+3,609
+785% +$512K 0.02% 244
2025
Q2 		$61.2K Sell
460
-31
-6% -$3.63K ﹤0.01% 439
2025
Q1 		$56.8K Sell
491
-99
-17% -$13.6K ﹤0.01% 585
2024
Q4 		$98.6K Sell
590
-2,425
-80% -$356K ﹤0.01% 372
2024
Q3 		$394K Buy
3,015
+130
+5% +$15.4K 0.02% 266
2024
Q2 		$304K Buy
2,885
+1,801
+166% +$183K 0.01% 269
2024
Q1 		$109K Sell
1,084
-1,805
-62% -$166K 0.01% 350
2023
Q4 		$239K Buy
+2,889
New +$196K 0.01% 274
2020
Q2 		– Sell
-12,026
Closed -$282K – 466
2020
Q1 		$282K Buy
12,026
+1,021
+9% +$29.3K 0.03% 161
2019
Q4 		$321K Buy
+11,005
New +$313K 0.03% 174

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

Johnson Financial Group Inc (Wisconsin)'s KKR Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its KKR & Co (KKR) stake by 81% in Q2 2026, selling an estimated $283K and leaving 676 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Johnson Financial Group Inc (Wisconsin) first reported a position in KKR in Q4 2019 and has held it in 13 quarters since. The position peaked at $529K in Q3 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 676 shares of KKR & Co worth $62K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 2,921 KKR & Co shares in Q2 2026, an estimated $283K.
  • KKR & Co made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #451 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in KKR & Co in Q4 2019 and has held it in 13 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s KKR & Co position peaked at $529K in Q3 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.