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MAI Capital Management’s KKR & Co KKR Stock Holding History

MAI Capital Management’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 		$2.96M Buy
32,291
+6,602
+26% +$640K 0.01% 595
2026
Q1 		$2.38M Buy
25,689
+5,067
+25% +$534K 0.01% 542
2025
Q4 		$2.63M Buy
20,622
+54
+0.3% +$6.72K 0.02% 521
2025
Q3 		$2.67M Buy
20,568
+710
+4% +$101K 0.02% 480
2025
Q2 		$2.64M Buy
19,858
+420
+2% +$49.2K 0.02% 438
2025
Q1 		$2.25M Buy
19,438
+6,529
+51% +$898K 0.02% 457
2024
Q4 		$1.91M Buy
12,909
+2,303
+22% +$338K 0.01% 489
2024
Q3 		$1.38M Sell
10,606
-361
-3% -$42.7K 0.01% 470
2024
Q2 		$1.15M Buy
10,967
+221
+2% +$22.5K 0.01% 561
2024
Q1 		$1.08M Buy
10,746
+171
+2% +$15.7K 0.01% 553
2023
Q4 		$876K Buy
10,575
+267
+3% +$18.1K 0.01% 502
2023
Q3 		$635K Sell
10,308
-389
-4% -$23.6K 0.01% 560
2023
Q2 		$599K Buy
10,697
+26
+0.2% +$1.36K 0.01% 565
2023
Q1 		$560K Buy
10,671
+95
+0.9% +$5.1K 0.01% 599
2022
Q4 		$491K Buy
10,576
+962
+10% +$46.9K 0.01% 620
2022
Q3 		$413K Buy
9,614
+82
+0.9% +$4.14K 0.01% 613
2022
Q2 		$441K Buy
9,532
+145
+2% +$7.61K 0.01% 576
2022
Q1 		$549K Sell
9,387
-20
-0.2% -$1.26K 0.01% 534
2021
Q4 		$701K Sell
9,407
-2
-0% -$148 0.01% 479
2021
Q3 		$573K Buy
9,409
+22
+0.2% +$1.38K 0.01% 481
2021
Q2 		$556K Hold
9,387
– – 0.01% 479
2021
Q1 		$459K Hold
9,387
– – 0.01% 487
2020
Q4 		$380K Buy
+9,387
New +$355K 0.01% 499

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

MAI Capital Management's KKR Position: Q2 2026 in Review

MAI Capital Management increased its KKR & Co (KKR) stake by 26% in Q2 2026, buying an estimated $640K and bringing the position to 32,291 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #595.

MAI Capital Management first reported a position in KKR in Q4 2020 and has held it in 23 quarters since. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • MAI Capital Management held 32,291 shares of KKR & Co worth $2.96M as of Q2 2026.
  • MAI Capital Management bought 6,602 KKR & Co shares in Q2 2026, an estimated $640K.
  • KKR & Co made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #595 holding.
  • MAI Capital Management first reported a position in KKR & Co in Q4 2020 and has held it in 23 quarters since.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.