Keystone Financial Group (Kentucky)’s KKR & Co KKR Stock Holding History

Keystone Financial Group (Kentucky)’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	$216K	Buy	+2,349	New	+$228K	0.01%	513
2026 Q1	–	Sell	-2,174	Closed	-$277K	–	531
2025 Q4	$277K	Sell	2,174 -13	-0.6%	-$1.62K	0.02%	371
2025 Q3	$284K	Buy	2,187 +24	+1%	+$3.41K	0.02%	336
2025 Q2	$288K	Sell	2,163 -2	-0.1%	-$234	0.03%	328
2025 Q1	$250K	Buy	2,165 +3	+0.1%	+$413	0.03%	329
2024 Q4	$320K	Sell	2,162 -70	-3%	-$10.3K	0.03%	284
2024 Q3	$291K	Sell	2,232 -351	-14%	-$41.5K	0.04%	283
2024 Q2	$272K	Buy	2,583 +77	+3%	+$7.84K	0.1%	132
2024 Q1	$252K	Buy	2,506 +1	+0%	+$92	0.04%	285
2023 Q4	$208K	Buy	+2,505	New	+$170K	0.04%	283
2022 Q1	–	Sell	-2,823	Closed	-$210K	–	310
2021 Q4	$210K	Buy	+2,823	New	+$208K	0.03%	283

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

Keystone Financial Group (Kentucky)'s KKR Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) opened a new position in KKR & Co (KKR) in Q2 2026: 2,349 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: Keystone Financial Group (Kentucky) previously reported a position in KKR as recently as Q4 2025.

Keystone Financial Group (Kentucky) first reported a position in KKR in Q4 2021 and has held it in 11 quarters since. The position peaked at $320K in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Keystone Financial Group (Kentucky) held 2,349 shares of KKR & Co worth $216K as of Q2 2026.
KKR & Co was a new Keystone Financial Group (Kentucky) position in Q2 2026.
KKR & Co made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #513 holding.
Keystone Financial Group (Kentucky) first reported a position in KKR & Co in Q4 2021 and has held it in 11 quarters since.
Keystone Financial Group (Kentucky)'s KKR & Co position peaked at $320K in Q4 2024.
1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.