MHR
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Matthew Hamilton Rosenberg’s KKR & Co KKR Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$168K Sell
1,841
-120
-6% -$12.3K 0.03% 260
2026
Q2 		$180K Buy
1,961
+183
+10% +$17.7K 0.03% 251
2026
Q1 		$164K Sell
1,778
-388
-18% -$40.9K 0.03% 247
2025
Q4 		$276K Sell
2,166
-206
-9% -$25.6K 0.06% 164
2025
Q3 		$308K Buy
2,372
+360
+18% +$51.1K 0.07% 143
2025
Q2 		$268K Buy
2,012
+840
+72% +$98.3K 0.06% 160
2025
Q1 		$135K Hold
1,172
– – 0.03% 255
2024
Q4 		$173K Sell
1,172
-313
-21% -$45.9K 0.05% 208
2024
Q3 		$194K Buy
1,485
+182
+14% +$21.5K 0.05% 197
2024
Q2 		$136K Sell
1,303
-64
-5% -$6.52K 0.04% 237
2024
Q1 		$137K Buy
1,367
+107
+8% +$9.84K 0.04% 255
2023
Q4 		$104K Hold
1,260
– – 0.03% 302
2023
Q3 		$77.6K Sell
1,260
-238
-16% -$14.5K 0.03% 336
2023
Q2 		$83.9K Sell
1,498
-1,257
-46% -$65.8K 0.03% 333
2023
Q1 		$145K Sell
2,755
-309
-10% -$16.6K 0.05% 236
2022
Q4 		$142K Hold
3,064
– – 0.05% 242
2022
Q3 		$132K Buy
3,064
+780
+34% +$39.4K 0.05% 231
2022
Q2 		$107K Buy
2,284
+1,524
+201% +$80K 0.04% 284
2022
Q1 		$44K Sell
760
-233
-23% -$14.7K 0.02% 479
2021
Q4 		$74K Buy
993
+80
+9% +$5.9K 0.03% 353
2021
Q3 		$56K Buy
913
+231
+34% +$14.5K 0.02% 375
2021
Q2 		$40K Hold
682
– – 0.02% 389
2021
Q1 		$33K Hold
682
– – 0.02% 385
2020
Q4 		$28K Hold
682
– – 0.02% 389
2020
Q3 		$23K Hold
682
– – 0.02% 385
2020
Q2 		$21K Buy
+682
New +$18.3K 0.02% 415

Other funds holding KKR

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Matthew Hamilton Rosenberg's KKR Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its KKR & Co (KKR) stake by 6.1% in Q3 2026, selling an estimated $12.3K and leaving 1,841 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #260.

Matthew Hamilton Rosenberg first reported a position in KKR in Q2 2020 and has held it in 26 quarters since. The position peaked at $308K in Q3 2025. 54 funds tracked by Wall St. Rank hold KKR as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,841 shares of KKR & Co worth $168K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 120 KKR & Co shares in Q3 2026, an estimated $12.3K.
  • KKR & Co made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #260 holding.
  • Matthew Hamilton Rosenberg first reported a position in KKR & Co in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's KKR & Co position peaked at $308K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held KKR & Co as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.