KA
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Klingman & Associates’s KKR & Co KKR Stock Holding History

Klingman & Associates’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 		$285K Buy
3,083
+89
+3% +$9.38K 0.01% 268
2025
Q4 		$382K Buy
2,994
+65
+2% +$8.09K 0.02% 226
2025
Q3 		$381K Buy
2,929
+327
+13% +$46.4K 0.02% 224
2025
Q2 		$346K Buy
+2,602
New +$305K 0.02% 223

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

Klingman & Associates's KKR Position: Q1 2026 in Review

Klingman & Associates increased its KKR & Co (KKR) stake by 3% in Q1 2026, buying an estimated $9.38K and bringing the position to 3,083 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #268.

Klingman & Associates first reported a position in KKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $382K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Klingman & Associates held 3,083 shares of KKR & Co worth $285K as of Q1 2026.
  • Klingman & Associates bought 89 KKR & Co shares in Q1 2026, an estimated $9.38K.
  • KKR & Co made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #268 holding.
  • Klingman & Associates first reported a position in KKR & Co in Q2 2025 and has held it in 4 quarters since.
  • Klingman & Associates's KKR & Co position peaked at $382K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.