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Joseph Group Capital Management’s KKR & Co KKR Stock Holding History

Joseph Group Capital Management’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 		$33.4K Buy
364
+92
+34% +$8.92K 0.01% 168
2026
Q1 		$25.2K Buy
+272
New +$28.7K 0.01% 161

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

Joseph Group Capital Management's KKR Position: Q2 2026 in Review

Joseph Group Capital Management increased its KKR & Co (KKR) stake by 34% in Q2 2026, buying an estimated $8.92K and bringing the position to 364 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #168.

Joseph Group Capital Management first reported a position in KKR in Q1 2026 and has held it in 2 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Joseph Group Capital Management held 364 shares of KKR & Co worth $33.4K as of Q2 2026.
  • Joseph Group Capital Management bought 92 KKR & Co shares in Q2 2026, an estimated $8.92K.
  • KKR & Co made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #168 holding.
  • Joseph Group Capital Management first reported a position in KKR & Co in Q1 2026 and has held it in 2 quarters since.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.