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M.E. Allison & Co’s KKR & Co KKR Stock Holding History

M.E. Allison & Co’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
-1,790
Closed -$228K – 195
2025
Q4 		$228K Hold
1,790
– – 0.16% 160
2025
Q3 		$233K Hold
1,790
– – 0.16% 155
2025
Q2 		$238K Hold
1,790
– – 0.19% 147
2025
Q1 		$207K Hold
1,790
– – 0.2% 142
2024
Q4 		$265K Buy
+1,790
New +$263K 0.29% 103

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

M.E. Allison & Co's KKR Position: Q1 2026 in Review

M.E. Allison & Co sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,790 shares — an estimated $228K sold.

M.E. Allison & Co first reported a position in KKR in Q4 2024 and held it in 5 quarters. The position peaked at $265K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • M.E. Allison & Co reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • M.E. Allison & Co sold 1,790 KKR & Co shares in Q1 2026, an estimated $228K.
  • M.E. Allison & Co first reported a position in KKR & Co in Q4 2024 and held it in 5 quarters.
  • M.E. Allison & Co's KKR & Co position peaked at $265K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on M.E. Allison & Co's 13F filing for Q1 2026, filed 8 Apr 2026.