JTC Employer Solutions Trustee’s KKR & Co KKR Stock Holding History

JTC Employer Solutions Trustee’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	$611K	Hold	6,657	–	–	0.05%	79
2026 Q1	$617K	Hold	6,657	–	–	0.05%	76
2025 Q4	$848K	Hold	6,657	–	–	0.06%	74
2025 Q3	$865K	Hold	6,657	–	–	0.07%	64
2025 Q2	$885K	Buy	6,657 +2,113	+47%	+$247K	0.08%	60
2025 Q1	$525K	Hold	4,544	–	–	0.04%	75
2024 Q4	$674K	Hold	4,544	–	–	0.05%	71
2024 Q3	$593K	Hold	4,544	–	–	0.04%	73
2024 Q2	$479K	Sell	4,544 -6,575	-59%	-$669K	0.03%	77
2024 Q1	$1.12M	Hold	11,119	–	–	0.07%	57
2023 Q4	$930K	Hold	11,119	–	–	0.08%	63
2023 Q3	$685K	Hold	11,119	–	–	0.06%	68
2023 Q2	$622K	Hold	11,119	–	–	0.06%	69
2023 Q1	$584K	Hold	11,119	–	–	0.06%	74
2022 Q4	$516K	Hold	11,119	–	–	0.04%	81
2022 Q3	$478K	Hold	11,119	–	–	0.08%	69
2022 Q2	$515K	Hold	11,119	–	–	0.07%	60
2022 Q1	$650K	Hold	11,119	–	–	0.07%	58
2021 Q4	$829K	Hold	11,119	–	–	0.1%	53
2021 Q3	$677K	Hold	11,119	–	–	0.09%	60
2021 Q2	$659K	Buy	+11,119	New	+$617K	0.1%	45

Other funds holding KKR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JTC Employer Solutions Trustee's KKR Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its KKR & Co (KKR) position steady in Q2 2026 at 6,657 shares worth $611K. The position accounts for 0.05% of the portfolio, ranked #79.

JTC Employer Solutions Trustee first reported a position in KKR in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.12M in Q1 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

JTC Employer Solutions Trustee held 6,657 shares of KKR & Co worth $611K as of Q2 2026.
JTC Employer Solutions Trustee left its KKR & Co share count unchanged in Q2 2026.
KKR & Co made up 0.05% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #79 holding.
JTC Employer Solutions Trustee first reported a position in KKR & Co in Q2 2021 and has held it in 21 quarters since.
JTC Employer Solutions Trustee's KKR & Co position peaked at $1.12M in Q1 2024.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.