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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services's KKR Position: Q1 2026 in Review

Massachusetts Financial Services reduced its KKR & Co (KKR) stake by 23% in Q1 2026, selling an estimated $454M and leaving 14,350,033 shares worth $1.33B. The position accounts for 0.45% of the portfolio, ranked #67.

Massachusetts Financial Services first reported a position in KKR in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.64B in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Massachusetts Financial Services held 14,350,033 shares of KKR & Co worth $1.33B as of Q1 2026.
  • Massachusetts Financial Services sold 4,302,927 KKR & Co shares in Q1 2026, an estimated $454M.
  • KKR & Co made up 0.45% of Massachusetts Financial Services's portfolio in Q1 2026, its #67 holding.
  • Massachusetts Financial Services first reported a position in KKR & Co in Q3 2021 and has held it in 19 quarters since.
  • Massachusetts Financial Services's KKR & Co position peaked at $2.64B in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.