Mackenzie Financial’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.09M Sell
77,230
-1,184
-2% -$115K 0.01% 736
2026
Q1
$7.25M Buy
78,414
+5,805
+8% +$612K 0.01% 583
2025
Q4
$9.32M Sell
72,609
-2,553
-3% -$318K 0.01% 524
2025
Q3
$9.77M Sell
75,162
-306
-0.4% -$43.4K 0.01% 506
2025
Q2
$10M Buy
75,468
+11,168
+17% +$1.31M 0.01% 480
2025
Q1
$7.43M Buy
64,300
+7,702
+14% +$1.06M 0.01% 508
2024
Q4
$8.37M Sell
56,598
-6,247
-10% -$917K 0.01% 498
2024
Q3
$8.21M Buy
62,845
+501
+0.8% +$59.3K 0.01% 475
2024
Q2
$6.56M Buy
62,344
+23,080
+59% +$2.35M 0.01% 497
2024
Q1
$3.95M Buy
39,264
+7,633
+24% +$702K 0.01% 592
2023
Q4
$2.62M Buy
31,631
+5,441
+21% +$368K ﹤0.01% 676
2023
Q3
$1.55M Sell
26,190
-4,832
-16% -$293K ﹤0.01% 763
2023
Q2
$1.75M Sell
31,022
-1,325
-4% -$69.4K ﹤0.01% 749
2023
Q1
$1.7M Sell
32,347
-6,939
-18% -$372K ﹤0.01% 764
2022
Q4
$1.82M Buy
39,286
+1,120
+3% +$54.6K ﹤0.01% 693
2022
Q3
$1.64M Buy
38,166
+11,986
+46% +$606K ﹤0.01% 734
2022
Q2
$1.21M Sell
26,180
-11,180
-30% -$587K ﹤0.01% 808
2022
Q1
$2.18M Buy
37,360
+13,121
+54% +$826K ﹤0.01% 739
2021
Q4
$1.81M Sell
24,239
-366
-1% -$27K ﹤0.01% 783
2021
Q3
$1.5M Buy
24,605
+9,039
+58% +$568K ﹤0.01% 812
2021
Q2
$922K Buy
15,566
+1,573
+11% +$87.3K ﹤0.01% 894
2021
Q1
$684K Buy
13,993
+2,887
+26% +$129K ﹤0.01% 874
2020
Q4
$450K Sell
11,106
-13,124
-54% -$496K ﹤0.01% 860
2020
Q3
$832K Sell
24,230
-155
-0.6% -$5.42K ﹤0.01% 707
2020
Q2
$753K Buy
24,385
+14,353
+143% +$386K ﹤0.01% 726
2020
Q1
$235K Sell
10,032
-90,272
-90% -$2.59M ﹤0.01% 956
2019
Q4
$2.93M Sell
100,304
-154,249
-61% -$4.39M 0.01% 546
2019
Q3
$6.83M Buy
254,553
+24,163
+10% +$637K 0.02% 388
2019
Q2
$5.82M Buy
230,390
+19,057
+9% +$456K 0.02% 405
2019
Q1
$4.96M Buy
211,333
+23,245
+12% +$529K 0.01% 523
2018
Q4
$3.69M Buy
+188,088
New +$4.3M 0.01% 581
2016
Q3
Sell
-197,503
Closed -$2.44M 764
2016
Q2
$2.44M Buy
197,503
+2,173
+1% +$29.1K 0.01% 402
2016
Q1
$2.87M Hold
195,330
0.03% 310
2015
Q4
$3.04M Buy
195,330
+430
+0.2% +$7.35K 0.02% 356
2015
Q3
$3.27M Sell
194,900
-67,600
-26% -$1.44M 0.02% 334
2015
Q2
$6M Hold
262,500
0.03% 296
2015
Q1
$5.99M Hold
262,500
0.03% 304
2014
Q4
$6.09M Buy
262,500
+65,700
+33% +$1.44M 0.03% 300
2014
Q3
$4.39M Buy
196,800
+28,570
+17% +$670K 0.02% 323
2014
Q2
$4.09M Buy
168,230
+113,620
+208% +$2.65M 0.02% 344
2014
Q1
$1.25M Sell
54,610
-1,620
-3% -$39.2K 0.01% 455
2013
Q4
$1.37M Sell
56,230
-2,100
-4% -$48.3K 0.01% 436
2013
Q3
$1.2M Sell
58,330
-470
-0.8% -$9.42K 0.01% 446
2013
Q2
$1.16M Buy
+58,800
New +$1.17M 0.01% 467

Other funds holding KKR

Mackenzie Financial's KKR Position: Q2 2026 in Review

Mackenzie Financial reduced its KKR & Co (KKR) stake by 1.5% in Q2 2026, selling an estimated $115K and leaving 77,230 shares worth $7.09M. The position accounts for 0.01% of the portfolio, ranked #736.

Mackenzie Financial first reported a position in KKR in Q2 2013 and has held it in 44 quarters since. The position peaked at $10M in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Mackenzie Financial held 77,230 shares of KKR & Co worth $7.09M as of Q2 2026.
  • Mackenzie Financial sold 1,184 KKR & Co shares in Q2 2026, an estimated $115K.
  • KKR & Co made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #736 holding.
  • Mackenzie Financial first reported a position in KKR & Co in Q2 2013 and has held it in 44 quarters since.
  • Mackenzie Financial's KKR & Co position peaked at $10M in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.