Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s KKR & Co KKR Stock Holding History

Kovitz Investment Group Partners’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 		$740K Buy
8,058
+4,665
+137% +$452K 0.02% 350
2026
Q1 		$314K Buy
+3,393
New +$358K 0.01% 441
2025
Q4 		– Sell
-81,029
Closed -$10.5M – 928
2025
Q3 		$10.5M Buy
81,029
+40,391
+99% +$5.73M 0.04% 319
2025
Q2 		$5.41M Sell
40,638
-6,385
-14% -$747K 0.02% 438
2025
Q1 		$5.44M Buy
47,023
+1,092
+2% +$150K 0.03% 395
2024
Q4 		$6.79M Buy
45,931
+26,057
+131% +$3.82M 0.03% 338
2024
Q3 		$2.25M Sell
19,874
-6,991
-26% -$827K 0.02% 482
2024
Q2 		$2.83M Buy
26,865
+9,124
+51% +$929K 0.02% 371
2024
Q1 		$1.78M Sell
17,741
-3,071
-15% -$282K 0.02% 312
2023
Q4 		$1.72M Sell
20,812
-1,075
-5% -$72.8K 0.03% 245
2023
Q3 		$1.35M Sell
21,887
-2,394
-10% -$145K 0.02% 254
2023
Q2 		$1.36M Sell
24,281
-27,445
-53% -$1.44M 0.02% 267
2023
Q1 		$2.72M Sell
51,726
-47,371
-48% -$2.54M 0.05% 217
2022
Q4 		$4.6M Sell
99,097
-34,329
-26% -$1.67M 0.09% 166
2022
Q3 		$5.74M Sell
133,426
-2,290
-2% -$116K 0.13% 114
2022
Q2 		$6.28M Buy
135,716
+61,847
+84% +$3.24M 0.14% 113
2022
Q1 		$4.32M Buy
73,869
+32,032
+77% +$2.02M 0.08% 181
2021
Q4 		$1.69M Buy
41,837
+6,644
+19% +$490K 0.04% 219
2021
Q3 		$2.14M Hold
35,193
– – 0.04% 228
2021
Q2 		$2.08M Hold
35,193
– – 0.04% 236
2021
Q1 		$1.72M Sell
35,193
-6,644
-16% -$297K 0.04% 227
2020
Q4 		$1.69M Hold
41,837
– – 0.04% 216
2020
Q3 		$1.44M Hold
41,837
– – 0.04% 220
2020
Q2 		$1.29M Hold
41,837
– – 0.04% 227
2020
Q1 		$982K Buy
41,837
+28,295
+209% +$813K 0.04% 240
2019
Q4 		$395K Hold
13,542
– – 0.01% 333
2019
Q3 		$364K Buy
+13,542
New +$357K 0.01% 332

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's KKR Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its KKR & Co (KKR) stake by 137% in Q2 2026, buying an estimated $452K and bringing the position to 8,058 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #350.

Kovitz Investment Group Partners first reported a position in KKR in Q3 2019 and has held it in 27 quarters since. The position peaked at $10.5M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Kovitz Investment Group Partners held 8,058 shares of KKR & Co worth $740K as of Q2 2026.
  • Kovitz Investment Group Partners bought 4,665 KKR & Co shares in Q2 2026, an estimated $452K.
  • KKR & Co made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #350 holding.
  • Kovitz Investment Group Partners first reported a position in KKR & Co in Q3 2019 and has held it in 27 quarters since.
  • Kovitz Investment Group Partners's KKR & Co position peaked at $10.5M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.