Massachusetts Financial Services
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Massachusetts Financial Services’s KKR & Co KKR Stock Holding History

Massachusetts Financial Services’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 		$978M Sell
10,616,489
-3,733,544
-26% -$362M 0.31% 88
2026
Q1 		$1.33B Sell
14,350,033
-4,302,927
-23% -$454M 0.45% 67
2025
Q4 		$2.38B Sell
18,652,960
-853,878
-4% -$106M 0.77% 22
2025
Q3 		$2.53B Sell
19,506,838
-340,379
-2% -$48.3M 0.79% 20
2025
Q2 		$2.64B Buy
19,847,217
+765,457
+4% +$89.6M 0.84% 19
2025
Q1 		$2.21B Buy
19,081,760
+2,391,434
+14% +$329M 0.73% 26
2024
Q4 		$2.47B Sell
16,690,326
-118,064
-0.7% -$17.3M 0.78% 21
2024
Q3 		$2.19B Buy
16,808,390
+124,257
+0.7% +$14.7M 0.66% 32
2024
Q2 		$1.76B Buy
16,684,133
+996,871
+6% +$101M 0.54% 49
2024
Q1 		$1.58B Buy
15,687,262
+5,484,200
+54% +$504M 0.47% 59
2023
Q4 		$845M Buy
10,203,062
+365,449
+4% +$24.7M 0.27% 100
2023
Q3 		$606M Sell
9,837,613
-245,424
-2% -$14.9M 0.21% 121
2023
Q2 		$565M Buy
10,083,037
+130,573
+1% +$6.84M 0.19% 136
2023
Q1 		$523M Sell
9,952,464
-15,579
-0.2% -$836K 0.18% 143
2022
Q4 		$463M Sell
9,968,043
-231,290
-2% -$11.3M 0.16% 145
2022
Q3 		$439M Buy
10,199,333
+9,101
+0.1% +$460K 0.16% 150
2022
Q2 		$472M Buy
10,190,232
+597,379
+6% +$31.3M 0.16% 147
2022
Q1 		$561M Buy
9,592,853
+1,057,194
+12% +$66.5M 0.17% 142
2021
Q4 		$636M Buy
8,535,659
+2,586,939
+43% +$191M 0.17% 138
2021
Q3 		$362M Buy
+5,948,720
New +$374M 0.11% 181

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

Massachusetts Financial Services's KKR Position: Q2 2026 in Review

Massachusetts Financial Services reduced its KKR & Co (KKR) stake by 26% in Q2 2026, selling an estimated $362M and leaving 10,616,489 shares worth $978M. The position accounts for 0.31% of the portfolio, ranked #88.

Massachusetts Financial Services first reported a position in KKR in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.64B in Q2 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Massachusetts Financial Services held 10,616,489 shares of KKR & Co worth $978M as of Q2 2026.
  • Massachusetts Financial Services sold 3,733,544 KKR & Co shares in Q2 2026, an estimated $362M.
  • KKR & Co made up 0.31% of Massachusetts Financial Services's portfolio in Q2 2026, its #88 holding.
  • Massachusetts Financial Services first reported a position in KKR & Co in Q3 2021 and has held it in 20 quarters since.
  • Massachusetts Financial Services's KKR & Co position peaked at $2.64B in Q2 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.