LCM
KKR icon

Logan Capital Management’s KKR & Co KKR Stock Holding History

Logan Capital 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
Q1 		– Sell
-61,057
Closed -$6.44M – 402
2025
Q4 		$7.78M Sell
61,057
-741
-1% -$92.2K 0.33% 89
2025
Q3 		$8.03M Buy
61,798
+10,164
+20% +$1.44M 0.34% 82
2025
Q2 		$6.87M Sell
51,634
-5,014
-9% -$587K 0.32% 87
2025
Q1 		$6.55M Buy
56,648
+8,014
+16% +$1.1M 0.3% 93
2024
Q4 		$7.19M Buy
+48,634
New +$7.14M 0.3% 89

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return

Logan Capital Management's KKR Position: Q1 2026 in Review

Logan Capital Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 61,057 shares — an estimated $6.44M sold.

Logan Capital Management first reported a position in KKR in Q4 2024 and held it in 5 quarters. The position peaked at $8.03M in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Logan Capital Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 61,057 KKR & Co shares in Q1 2026, an estimated $6.44M.
  • Logan Capital Management first reported a position in KKR & Co in Q4 2024 and held it in 5 quarters.
  • Logan Capital Management's KKR & Co position peaked at $8.03M in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.