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Knollwood Investment Advisory’s KKR & Co KKR Stock Holding History

Knollwood Investment Advisory’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
-1,800
Closed -$229K – 311
2025
Q4 		$229K Hold
1,800
– – 0.02% 307
2025
Q3 		$234K Hold
1,800
– – 0.02% 334
2025
Q2 		$239K Hold
1,800
– – 0.02% 337
2025
Q1 		$208K Hold
1,800
– – 0.02% 353
2024
Q4 		$266K Hold
1,800
– – 0.03% 325
2024
Q3 		$235K Buy
+1,800
New +$213K 0.03% 340

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return

Knollwood Investment Advisory's KKR Position: Q1 2026 in Review

Knollwood Investment Advisory sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,800 shares — an estimated $229K sold.

Knollwood Investment Advisory first reported a position in KKR in Q3 2024 and held it in 6 quarters. The position peaked at $266K in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Knollwood Investment Advisory reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Knollwood Investment Advisory sold 1,800 KKR & Co shares in Q1 2026, an estimated $229K.
  • Knollwood Investment Advisory first reported a position in KKR & Co in Q3 2024 and held it in 6 quarters.
  • Knollwood Investment Advisory's KKR & Co position peaked at $266K in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.