JIC
KKR icon

Johnson Investment Counsel’s KKR & Co KKR Stock Holding History

Johnson Investment Counsel’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
-5,347
Closed -$682K – 853
2025
Q4 		$682K Buy
5,347
+350
+7% +$43.5K 0.01% 479
2025
Q3 		$649K Buy
4,997
+692
+16% +$98.2K 0.01% 521
2025
Q2 		$573K Buy
4,305
+455
+12% +$53.3K 0.01% 516
2025
Q1 		$445K Buy
3,850
+37
+1% +$5.09K ﹤0.01% 552
2024
Q4 		$564K Buy
3,813
+487
+15% +$71.5K 0.01% 501
2024
Q3 		$434K Sell
3,326
-47
-1% -$5.56K ﹤0.01% 543
2024
Q2 		$355K Buy
3,373
+4
+0.1% +$407 ﹤0.01% 556
2024
Q1 		$339K Sell
3,369
-97
-3% -$8.92K ﹤0.01% 583
2023
Q4 		$287K Sell
3,466
-290
-8% -$19.6K ﹤0.01% 597
2023
Q3 		$231K Buy
+3,756
New +$228K ﹤0.01% 605
2020
Q3 		– Sell
-7,598
Closed -$235K – 586
2020
Q2 		$235K Buy
+7,598
New +$204K ﹤0.01% 521
2020
Q1 		– Sell
-9,317
Closed -$272K – 576
2019
Q4 		$272K Buy
9,317
+1,704
+22% +$48.5K 0.01% 526
2019
Q3 		$204K Sell
7,613
-457
-6% -$12.1K ﹤0.01% 566
2019
Q2 		$203K Buy
+8,070
New +$193K ﹤0.01% 576
2018
Q4 		– Sell
-7,555
Closed -$206K – 624
2018
Q3 		$206K Buy
+7,555
New +$202K ﹤0.01% 596

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 $3.38T AUM 44.17% 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

Johnson Investment Counsel's KKR Position: Q1 2026 in Review

Johnson Investment Counsel sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 5,347 shares — an estimated $682K sold.

Johnson Investment Counsel first reported a position in KKR in Q3 2018 and held it in 15 quarters. The position peaked at $682K in Q4 2025. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Johnson Investment Counsel reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Johnson Investment Counsel sold 5,347 KKR & Co shares in Q1 2026, an estimated $682K.
  • Johnson Investment Counsel first reported a position in KKR & Co in Q3 2018 and held it in 15 quarters.
  • Johnson Investment Counsel's KKR & Co position peaked at $682K in Q4 2025.
  • 1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.