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

Maltese 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
2025 Q4	–	Sell	-23,550	Closed	-$3.06M	–	121
2025 Q3	$3.06M	Buy	+23,550	New	+$3.34M	0.46%	73
2025 Q1	–	Sell	-29,300	Closed	-$4.33M	–	121
2024 Q4	$4.33M	Sell	29,300 -4,700	-14%	-$690K	0.66%	54
2024 Q3	$4.44M	Buy	34,000 +16,400	+93%	+$1.94M	0.68%	49
2024 Q2	$1.85M	Sell	17,600 -12,000	-41%	-$1.22M	0.34%	67
2024 Q1	$2.98M	Sell	29,600 -2,200	-7%	-$202K	0.57%	45
2023 Q4	$2.63M	Buy	+31,800	New	+$2.15M	0.74%	42
2023 Q1	–	Sell	-79,200	Closed	-$3.68M	–	104
2022 Q4	$3.68M	Sell	79,200 -20,500	-21%	-$999K	1.02%	43
2022 Q3	$4.29M	Sell	99,700 -20,300	-17%	-$1.03M	0.98%	37
2022 Q2	$5.55M	Sell	120,000 -5,000	-4%	-$262K	1.2%	30
2022 Q1	$7.31M	Sell	125,000 -30,000	-19%	-$1.89M	1.38%	18
2021 Q4	$11.5M	Sell	155,000 -12,500	-7%	-$922K	1.9%	7
2021 Q3	$10.2M	Sell	167,500 -7,500	-4%	-$471K	1.76%	10
2021 Q2	$10.4M	Sell	175,000 -20,000	-10%	-$1.11M	1.65%	12
2021 Q1	$9.53M	Sell	195,000 -9,205	-5%	-$412K	1.25%	24
2020 Q4	$8.27M	Sell	204,205 -87,995	-30%	-$3.32M	1.28%	24
2020 Q3	$10M	Buy	292,200 +7,200	+3%	+$252K	1.7%	10
2020 Q2	$8.8M	Buy	285,000 +90,000	+46%	+$2.42M	1.18%	27
2020 Q1	$4.58M	Sell	195,000 -75,000	-28%	-$2.15M	0.65%	59
2019 Q4	$7.88M	Sell	270,000 -160,300	-37%	-$4.57M	0.67%	54
2019 Q3	$11.6M	Sell	430,300 -97,400	-18%	-$2.57M	0.99%	35
2019 Q2	$13.3M	Buy	527,700 +267,700	+103%	+$6.41M	1.03%	25
2019 Q1	$6.11M	Buy	+260,000	New	+$5.92M	0.47%	78

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Norges Bank Oslo, Norway $1T AUM

Maltese Capital Management's KKR Position: Q4 2025 in Review

Maltese Capital Management sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 23,550 shares — an estimated $3.06M sold.

Maltese Capital Management first reported a position in KKR in Q1 2019 and held it in 22 quarters. The position peaked at $13.3M in Q2 2019. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Maltese Capital Management reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Maltese Capital Management sold 23,550 KKR & Co shares in Q4 2025, an estimated $3.06M.
Maltese Capital Management first reported a position in KKR & Co in Q1 2019 and held it in 22 quarters.
Maltese Capital Management's KKR & Co position peaked at $13.3M in Q2 2019.
1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Maltese Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.