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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
Q2 		– Sell
-88,301
Closed -$8.17M – 568
2026
Q1 		$8.17M Buy
+88,301
New +$9.31M 0.36% 78

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

Logan Capital Management's KKR Position: Q2 2026 in Review

Logan Capital Management opened a new position in KKR & Co (KKR) in Q2 2026: 91,771 shares worth $8.42M. The stake represents 0.31% of the portfolio and ranks #88 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in KKR as recently as Q4 2025.

Logan Capital Management first reported a position in KKR in Q4 2024 and has held it in 6 quarters since. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Logan Capital Management held 91,771 shares of KKR & Co worth $8.42M as of Q2 2026.
  • KKR & Co was a new Logan Capital Management position in Q2 2026.
  • KKR & Co made up 0.31% of Logan Capital Management's portfolio in Q2 2026, its #88 holding.
  • Logan Capital Management first reported a position in KKR & Co in Q4 2024 and has held it in 6 quarters since.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.