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Leavell Investment Management’s KKR & Co KKR Stock Holding History

Leavell Investment Management’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 		$319K Buy
3,480
+87
+3% +$8.44K 0.01% 521
2026
Q1 		$314K Sell
3,393
-116
-3% -$12.2K 0.01% 506
2025
Q4 		$447K Sell
3,509
-565
-14% -$70.3K 0.02% 431
2025
Q3 		$529K Buy
4,074
+417
+11% +$59.2K 0.02% 400
2025
Q2 		$486K Buy
3,657
+490
+15% +$57.4K 0.02% 410
2025
Q1 		$366K Sell
3,167
-201
-6% -$27.7K 0.02% 437
2024
Q4 		$498K Hold
3,368
– – 0.02% 374
2024
Q3 		$440K Sell
3,368
-134
-4% -$15.9K 0.02% 404
2024
Q2 		$369K Buy
+3,502
New +$357K 0.02% 408
2016
Q4 		– Sell
-15,775
Closed -$225K – 368
2016
Q3 		$225K Sell
15,775
-2,300
-13% -$32.6K 0.03% 345
2016
Q2 		$223K Sell
18,075
-2,700
-13% -$36.1K 0.03% 359
2016
Q1 		$305K Sell
20,775
-3,000
-13% -$40.8K 0.05% 302
2015
Q4 		$371K Sell
23,775
-3,250
-12% -$55.6K 0.05% 266
2015
Q3 		$453K Sell
27,025
-15,000
-36% -$319K 0.07% 236
2015
Q2 		$960K Sell
42,025
-10,250
-20% -$236K 0.15% 168
2015
Q1 		$1.19M Hold
52,275
– – 0.18% 152
2014
Q4 		$1.21M Buy
52,275
+1,500
+3% +$32.9K 0.19% 153
2014
Q3 		$1.13M Buy
50,775
+3,510
+7% +$82.3K 0.18% 152
2014
Q2 		$1.15M Sell
47,265
-750
-2% -$17.5K 0.18% 157
2014
Q1 		$1.1M Hold
48,015
– – 0.18% 151
2013
Q4 		$1.17M Buy
48,015
+2,025
+4% +$46.6K 0.2% 144
2013
Q3 		$946K Buy
45,990
+16,490
+56% +$331K 0.17% 152
2013
Q2 		$580K Buy
+29,500
New +$586K 0.11% 192

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

Leavell Investment Management's KKR Position: Q2 2026 in Review

Leavell Investment Management increased its KKR & Co (KKR) stake by 2.6% in Q2 2026, buying an estimated $8.44K and bringing the position to 3,480 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #521.

Leavell Investment Management first reported a position in KKR in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.21M in Q4 2014. 1,284 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Leavell Investment Management held 3,480 shares of KKR & Co worth $319K as of Q2 2026.
  • Leavell Investment Management bought 87 KKR & Co shares in Q2 2026, an estimated $8.44K.
  • KKR & Co made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #521 holding.
  • Leavell Investment Management first reported a position in KKR & Co in Q2 2013 and has held it in 23 quarters since.
  • Leavell Investment Management's KKR & Co position peaked at $1.21M in Q4 2014.
  • 1,284 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.