Jones Financial Companies
KKR icon

Jones Financial Companies’s KKR & Co KKR Stock Holding History

Jones Financial Companies’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 		$21.1M Sell
233,669
-405,168
-63% -$39.3M 0.01% 654
2026
Q1 		$56.5M Buy
638,837
+597,556
+1,448% +$63M 0.03% 315
2025
Q4 		$5.26M Buy
41,281
+6,619
+19% +$823K ﹤0.01% 630
2025
Q3 		$4.64M Buy
34,662
+2,781
+9% +$395K ﹤0.01% 589
2025
Q2 		$4.28M Buy
31,881
+6,086
+24% +$712K ﹤0.01% 538
2025
Q1 		$2.96M Buy
25,795
+7,419
+40% +$1.02M ﹤0.01% 547
2024
Q4 		$2.72M Buy
18,376
+4,930
+37% +$723K ﹤0.01% 486
2024
Q3 		$1.78M Buy
13,446
+6,133
+84% +$726K ﹤0.01% 479
2024
Q2 		$770K Buy
7,313
+6,957
+1,954% +$708K ﹤0.01% 464
2024
Q1 		$35.8K Buy
356
+293
+465% +$26.9K ﹤0.01% 791
2023
Q4 		$5.22K Buy
63
+34
+117% +$2.3K ﹤0.01% 755
2023
Q3 		$1.79K Buy
+29
New +$1.76K ﹤0.01% 580
2023
Q1 		– Sell
-115
Closed -$5K – 675
2022
Q4 		$5K Buy
+115
New +$5.61K ﹤0.01% 540
2022
Q3 		– Sell
-3
Closed – – 643
2022
Q2 		$0 Sell
3
-41
-93% -$2.15K ﹤0.01% 793
2022
Q1 		$3K Sell
44
-4
-8% -$252 ﹤0.01% 624
2021
Q4 		$4K Buy
+48
New +$3.54K ﹤0.01% 665

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

Jones Financial Companies's KKR Position: Q2 2026 in Review

Jones Financial Companies reduced its KKR & Co (KKR) stake by 63% in Q2 2026, selling an estimated $39.3M and leaving 233,669 shares worth $21.1M. The position accounts for 0.01% of the portfolio, ranked #654.

Jones Financial Companies first reported a position in KKR in Q4 2021 and has held it in 16 quarters since. The position peaked at $56.5M in Q1 2026. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Jones Financial Companies held 233,669 shares of KKR & Co worth $21.1M as of Q2 2026.
  • Jones Financial Companies sold 405,168 KKR & Co shares in Q2 2026, an estimated $39.3M.
  • KKR & Co made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #654 holding.
  • Jones Financial Companies first reported a position in KKR & Co in Q4 2021 and has held it in 16 quarters since.
  • Jones Financial Companies's KKR & Co position peaked at $56.5M in Q1 2026.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.