Loomis, Sayles & Company
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Loomis, Sayles & Company’s KKR & Co KKR Stock Holding History

Loomis, Sayles & Company’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 		$130K Sell
1,409
-261
-16% -$27.5K ﹤0.01% 576
2025
Q4 		$213K Sell
1,670
-9
-0.5% -$1.12K ﹤0.01% 544
2025
Q3 		$218K Buy
1,679
+628
+60% +$89.1K ﹤0.01% 515
2025
Q2 		$140K Buy
1,051
+293
+39% +$34.3K ﹤0.01% 540
2025
Q1 		$88K Buy
758
+303
+67% +$41.7K ﹤0.01% 583
2024
Q4 		$67K Buy
+455
New +$66.8K ﹤0.01% 612
2022
Q3 		– Sell
-33
Closed -$2K – 1001
2022
Q2 		$2K Sell
33
-49
-60% -$2.57K ﹤0.01% 845
2022
Q1 		$5K Sell
82
-920
-92% -$57.9K ﹤0.01% 789
2021
Q4 		$75K Sell
1,002
-1,335
-57% -$98.5K ﹤0.01% 603
2021
Q3 		$142K Buy
+2,337
New +$147K ﹤0.01% 551
2020
Q3 		– Sell
-506
Closed -$16K – 694
2020
Q2 		$16K Buy
+506
New +$13.6K ﹤0.01% 593
2018
Q4 		– Sell
-67,589
Closed -$1.84M – 886
2018
Q3 		$1.84M Sell
67,589
-34,728
-34% -$928K ﹤0.01% 541
2018
Q2 		$2.54M Sell
102,317
-27,494
-21% -$611K 0.01% 542
2018
Q1 		$2.63M Buy
129,811
+7,691
+6% +$171K 0.01% 552
2017
Q4 		$2.57M Buy
+122,120
New +$2.45M 0.01% 545

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

Loomis, Sayles & Company's KKR Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its KKR & Co (KKR) stake by 16% in Q1 2026, selling an estimated $27.5K and leaving 1,409 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Loomis, Sayles & Company first reported a position in KKR in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.63M in Q1 2018. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Loomis, Sayles & Company held 1,409 shares of KKR & Co worth $130K as of Q1 2026.
  • Loomis, Sayles & Company sold 261 KKR & Co shares in Q1 2026, an estimated $27.5K.
  • KKR & Co made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #576 holding.
  • Loomis, Sayles & Company first reported a position in KKR & Co in Q4 2017 and has held it in 15 quarters since.
  • Loomis, Sayles & Company's KKR & Co position peaked at $2.63M in Q1 2018.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.