Loomis, Sayles & Company
KKR icon

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
Q2 		– Sell
-1,409
Closed -$130K – 749
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 $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

Loomis, Sayles & Company's KKR Position: Q2 2026 in Review

Loomis, Sayles & Company sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 1,409 shares — an estimated $130K sold.

Loomis, Sayles & Company first reported a position in KKR in Q4 2017 and held it in 15 quarters. The position peaked at $2.63M in Q1 2018. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Loomis, Sayles & Company reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,409 KKR & Co shares in Q2 2026, an estimated $130K.
  • Loomis, Sayles & Company first reported a position in KKR & Co in Q4 2017 and held it in 15 quarters.
  • Loomis, Sayles & Company's KKR & Co position peaked at $2.63M in Q1 2018.
  • 1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.