Louisbourg Investments’s KKR & Co KKR Stock Holding History

Louisbourg Investments’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	$3.4M	Sell	47,424 -9,421	-17%	-$914K	0.63%	61
2026 Q1	$4.11M	Buy	56,845 +25,270	+80%	+$2.66M	0.78%	58
2025 Q4	$3.17M	Buy	31,575 +6,218	+25%	+$773K	0.63%	66
2025 Q3	$2.54M	Sell	25,357 -2,875	-10%	-$408K	0.55%	67
2025 Q2	$2.92M	Buy	28,232 +6,880	+32%	+$805K	0.69%	61
2025 Q1	$1.88M	Buy	21,352 +10,910	+104%	+$1.5M	0.51%	71
2024 Q4	$1.27M	Sell	10,442 -7,855	-43%	-$1.15M	0.33%	76
2024 Q3	$2M	Sell	18,297 -300	-2%	-$35.5K	0.51%	65
2024 Q2	$1.63M	Sell	18,597 -4,324	-19%	-$440K	0.46%	68
2024 Q1	$1.94M	Sell	22,921 -14,601	-39%	-$1.34M	0.54%	60
2023 Q4	$2.56M	Buy	+37,522	New	+$2.54M	0.77%	49

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Louisbourg Investments's KKR Position: Q2 2026 in Review

Louisbourg Investments reduced its KKR & Co (KKR) stake by 17% in Q2 2026, selling an estimated $914K and leaving 47,424 shares worth $3.4M. The position accounts for 0.63% of the portfolio, ranked #61.

Louisbourg Investments first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.11M in Q1 2026. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Louisbourg Investments held 47,424 shares of KKR & Co worth $3.4M as of Q2 2026.
Louisbourg Investments sold 9,421 KKR & Co shares in Q2 2026, an estimated $914K.
KKR & Co made up 0.63% of Louisbourg Investments's portfolio in Q2 2026, its #61 holding.
Louisbourg Investments first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
Louisbourg Investments's KKR & Co position peaked at $4.11M in Q1 2026.
1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.