Mason Morfit’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 | $327M | Buy |
3,558,200
+278,500
| +8% | +$27M | 5.8% | 8 |
|
|
2026
Q1 | $303M | Buy |
+3,279,700
| New | +$346M | 5.31% | 10 |
|
|
2024
Q3 | – | Sell |
-1,207,208
| Closed | -$127M | – | 13 |
|
|
2024
Q2 | $127M | Sell |
1,207,208
-697,600
| -37% | -$71M | 3.57% | 7 |
|
|
2024
Q1 | $192M | Sell |
1,904,808
-4,049,300
| -68% | -$372M | 4.22% | 8 |
|
|
2023
Q4 | $493M | Sell |
5,954,108
-5,466,800
| -48% | -$370M | 9.87% | 5 |
|
|
2023
Q3 | $704M | Sell |
11,420,908
-9,114,325
| -44% | -$553M | 15.8% | 3 |
|
|
2023
Q2 | $1.15B | Hold |
20,535,233
| – | – | 17.88% | 2 |
|
|
2023
Q1 | $1.08B | Sell |
20,535,233
-3,167,278
| -13% | -$170M | 17.56% | 2 |
|
|
2022
Q4 | $1.1B | Sell |
23,702,511
-2,754,052
| -10% | -$134M | 20.73% | 2 |
|
|
2022
Q3 | $1.14B | Hold |
26,456,563
| – | – | 19.27% | 2 |
|
|
2022
Q2 | $1.22B | Buy |
26,456,563
+3,851,214
| +17% | +$202M | 19.52% | 2 |
|
|
2022
Q1 | $1.32B | Buy |
22,605,349
+550,000
| +2% | +$34.6M | 18.18% | 2 |
|
|
2021
Q4 | $1.64B | Sell |
22,055,349
-2,000,000
| -8% | -$148M | 18.53% | 2 |
|
|
2021
Q3 | $1.46B | Sell |
24,055,349
-3,165,777
| -12% | -$199M | 16.96% | 1 |
|
|
2021
Q2 | $1.61B | Sell |
27,221,126
-4,363,546
| -14% | -$242M | 17.87% | 1 |
|
|
2021
Q1 | $1.54B | Sell |
31,584,672
-6,465,328
| -17% | -$289M | 18.01% | 3 |
|
|
2020
Q4 | $1.54B | Sell |
38,050,000
-6,950,000
| -15% | -$263M | 17.87% | 3 |
|
|
2020
Q3 | $1.55B | Hold |
45,000,000
| – | – | 21.74% | 2 |
|
|
2020
Q2 | $1.39B | Hold |
45,000,000
| – | – | 15.91% | 2 |
|
|
2020
Q1 | $1.06B | Sell |
45,000,000
-784,200
| -2% | -$22.5M | 15.17% | 3 |
|
|
2019
Q4 | $1.34B | Sell |
45,784,200
-2,315,800
| -5% | -$66M | 13.52% | 3 |
|
|
2019
Q3 | $1.29B | Sell |
48,100,000
-2,600,000
| -5% | -$68.6M | 13.93% | 3 |
|
|
2019
Q2 | $1.28B | Hold |
50,700,000
| – | – | 13.38% | 3 |
|
|
2019
Q1 | $1.19B | Hold |
50,700,000
| – | – | 13.09% | 3 |
|
|
2018
Q4 | $995M | Buy |
50,700,000
+1,000,000
| +2% | +$22.9M | 12.4% | 4 |
|
|
2018
Q3 | $1.36B | Hold |
49,700,000
| – | – | 13.33% | 3 |
|
|
2018
Q2 | $1.24B | Hold |
49,700,000
| – | – | 11.18% | 5 |
|
|
2018
Q1 | $1.01B | Buy |
49,700,000
+1,950,000
| +4% | +$43.3M | 10.11% | 5 |
|
|
2017
Q4 | $1.01B | Buy |
47,750,000
+2,194,084
| +5% | +$44.1M | 10.18% | 4 |
|
|
2017
Q3 | $926M | Buy |
45,555,916
+40,555,916
| +811% | +$769M | 9.28% | 5 |
|
|
2017
Q2 | $93M | Buy |
+5,000,000
| New | +$91.5M | 0.83% | 13 |
|
Other funds holding KKR
Mason Morfit's KKR Position: Q2 2026 in Review
Mason Morfit increased its KKR & Co (KKR) stake by 8.5% in Q2 2026, buying an estimated $27M and bringing the position to 3,558,200 shares worth $327M. The position accounts for 5.8% of the portfolio, ranked #8.
Mason Morfit first reported a position in KKR in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.64B in Q4 2021. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.
- Mason Morfit held 3,558,200 shares of KKR & Co worth $327M as of Q2 2026.
- Mason Morfit bought 278,500 KKR & Co shares in Q2 2026, an estimated $27M.
- KKR & Co made up 5.8% of Mason Morfit's portfolio in Q2 2026, its #8 holding.
- Mason Morfit first reported a position in KKR & Co in Q2 2017 and has held it in 31 quarters since.
- Mason Morfit's KKR & Co position peaked at $1.64B in Q4 2021.
- 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.
Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.