Kohlberg Kravis Roberts & Co’s BrightSpring Health Services BTSG Stock Holding History

Kohlberg Kravis Roberts & Co’s Portfolio BTSG Stock Details BTSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87B	Sell	26,829,880 -14,994,379	-36%	-$833M	32.78%	1
2026 Q1	$1.78B	Sell	41,824,259 -20,117,773	-32%	-$810M	33.33%	1
2025 Q4	$2.32B	Sell	61,942,032 -15,154,305	-20%	-$508M	37.09%	1
2025 Q3	$2.28B	Sell	77,096,337 -1	-0%	-$23	38.19%	1
2025 Q2	$1.82B	Sell	77,096,338 -15,863,646	-17%	-$331M	37.57%	1
2025 Q1	$1.68B	Hold	92,959,984	–	–	37.99%	1
2024 Q4	$1.58B	Hold	92,959,984	–	–	42.39%	1
2024 Q3	$1.36B	Buy	92,959,984 +11,619,998	+14%	+$146M	18.27%	2
2024 Q2	$924M	Hold	81,339,986	–	–	27.72%	1
2024 Q1	$884M	Buy	+81,339,986	New	+$813M	22.8%	2

Other funds holding BTSG

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Kohlberg Kravis Roberts & Co's BTSG Position: Q2 2026 in Review

Kohlberg Kravis Roberts & Co reduced its BrightSpring Health Services (BTSG) stake by 36% in Q2 2026, selling an estimated $833M and leaving 26,829,880 shares worth $1.87B. The position accounts for 32.78% of the portfolio, ranked #1.

Kohlberg Kravis Roberts & Co first reported a position in BTSG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.32B in Q4 2025. 421 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

Kohlberg Kravis Roberts & Co held 26,829,880 shares of BrightSpring Health Services worth $1.87B as of Q2 2026.
Kohlberg Kravis Roberts & Co sold 14,994,379 BrightSpring Health Services shares in Q2 2026, an estimated $833M.
BrightSpring Health Services made up 32.78% of Kohlberg Kravis Roberts & Co's portfolio in Q2 2026, its #1 holding.
Kohlberg Kravis Roberts & Co first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 10 quarters since.
Kohlberg Kravis Roberts & Co's BrightSpring Health Services position peaked at $2.32B in Q4 2025.
421 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q2 2026, filed 14 Aug 2026.