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Mather Group’s KKR & Co KKR Stock Holding History

Mather Group’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 		$264K Buy
2,875
+352
+14% +$34.1K ﹤0.01% 718
2026
Q1 		$233K Buy
2,523
+790
+46% +$83.3K ﹤0.01% 694
2025
Q4 		$221K Buy
1,733
+254
+17% +$31.6K ﹤0.01% 606
2025
Q3 		$192K Buy
+1,479
New +$210K ﹤0.01% 630
2025
Q2 		– Sell
-1,024
Closed -$118K – 1208
2025
Q1 		$118K Sell
1,024
-40
-4% -$5.5K ﹤0.01% 714
2024
Q4 		$157K Buy
1,064
+78
+8% +$11.4K ﹤0.01% 635
2024
Q3 		$129K Buy
986
+722
+273% +$85.4K ﹤0.01% 682
2024
Q2 		$26.6K Buy
264
+208
+371% +$21.2K ﹤0.01% 1196
2024
Q1 		$4.64K Buy
+56
New +$5.15K ﹤0.01% 1364

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

Mather Group's KKR Position: Q2 2026 in Review

Mather Group increased its KKR & Co (KKR) stake by 14% in Q2 2026, buying an estimated $34.1K and bringing the position to 2,875 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Mather Group first reported a position in KKR in Q1 2024 and has held it in 9 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Mather Group held 2,875 shares of KKR & Co worth $264K as of Q2 2026.
  • Mather Group bought 352 KKR & Co shares in Q2 2026, an estimated $34.1K.
  • KKR & Co made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #718 holding.
  • Mather Group first reported a position in KKR & Co in Q1 2024 and has held it in 9 quarters since.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.