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Larson Financial Group’s KKR & Co KKR Stock Holding History

Larson Financial Group’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 		$3.95M Buy
43,028
+105
+0.2% +$10.2K 0.1% 167
2026
Q1 		$3.97M Buy
42,923
+2,426
+6% +$256K 0.13% 145
2025
Q4 		$5.16M Buy
40,497
+1,514
+4% +$188K 0.17% 112
2025
Q3 		$5.07M Buy
38,983
+777
+2% +$110K 0.18% 113
2025
Q2 		$5.08M Buy
38,206
+1,793
+5% +$210K 0.2% 103
2025
Q1 		$4.21M Buy
36,413
+1,825
+5% +$251K 0.2% 92
2024
Q4 		$5.12M Buy
34,588
+1,316
+4% +$193K 0.26% 77
2024
Q3 		$4.34M Buy
33,272
+920
+3% +$109K 0.25% 82
2024
Q2 		$3.4M Buy
32,352
+583
+2% +$59.4K 0.23% 81
2024
Q1 		$3.2M Sell
31,769
-506
-2% -$46.5K 0.25% 79
2023
Q4 		$2.67M Sell
32,275
-1,503
-4% -$102K 0.23% 78
2023
Q3 		$2.08M Buy
33,778
+283
+0.8% +$17.2K 0.2% 94
2023
Q2 		$1.88M Buy
33,495
+207
+0.6% +$10.8K 0.19% 98
2023
Q1 		$1.75M Buy
33,288
+528
+2% +$28.3K 0.19% 107
2022
Q4 		$1.52M Sell
32,760
-2,000
-6% -$97.5K 0.18% 113
2022
Q3 		$1.5M Buy
34,760
+34,707
+65,485% +$1.75M 0.21% 91
2022
Q2 		$2K Buy
+53
New +$2.78K ﹤0.01% 1041
2022
Q1 		– Sell
-9
Closed -$1K – 1113
2021
Q4 		$1K Buy
+9
New +$664 ﹤0.01% 1023
2019
Q2 		– Sell
-900
Closed -$21K – 532
2019
Q1 		$21K Hold
900
– – 0.02% 169
2018
Q4 		$18K Buy
+900
New +$20.6K 0.02% 170

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

Larson Financial Group's KKR Position: Q2 2026 in Review

Larson Financial Group increased its KKR & Co (KKR) stake by 0.24% in Q2 2026, buying an estimated $10.2K and bringing the position to 43,028 shares worth $3.95M. The position accounts for 0.1% of the portfolio, ranked #167.

Larson Financial Group first reported a position in KKR in Q4 2018 and has held it in 20 quarters since. The position peaked at $5.16M in Q4 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Larson Financial Group held 43,028 shares of KKR & Co worth $3.95M as of Q2 2026.
  • Larson Financial Group bought 105 KKR & Co shares in Q2 2026, an estimated $10.2K.
  • KKR & Co made up 0.1% of Larson Financial Group's portfolio in Q2 2026, its #167 holding.
  • Larson Financial Group first reported a position in KKR & Co in Q4 2018 and has held it in 20 quarters since.
  • Larson Financial Group's KKR & Co position peaked at $5.16M in Q4 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.