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KLCM Advisors’s KKR & Co KKR Stock Holding History

KLCM Advisors’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
-1,577
Closed -$201K – 286
2025
Q4 		$201K Hold
1,577
– – 0.02% 241
2025
Q3 		$205K Hold
1,577
– – 0.02% 164
2025
Q2 		$210K Buy
+1,577
New +$185K 0.02% 159
2025
Q1 		– Sell
-1,590
Closed -$235K – 178
2024
Q4 		$235K Sell
1,590
-39
-2% -$5.72K 0.03% 145
2024
Q3 		$213K Buy
+1,629
New +$193K 0.03% 152

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KLCM Advisors's KKR Position: Q1 2026 in Review

KLCM Advisors sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,577 shares — an estimated $201K sold.

KLCM Advisors first reported a position in KKR in Q3 2024 and held it in 5 quarters. The position peaked at $235K in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • KLCM Advisors reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • KLCM Advisors sold 1,577 KKR & Co shares in Q1 2026, an estimated $201K.
  • KLCM Advisors first reported a position in KKR & Co in Q3 2024 and held it in 5 quarters.
  • KLCM Advisors's KKR & Co position peaked at $235K in Q4 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.