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
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

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

Matthew Hamilton Rosenberg's KKR Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its KKR & Co (KKR) stake by 10% in Q2 2026, buying an estimated $17.7K and bringing the position to 1,961 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #251.

Matthew Hamilton Rosenberg first reported a position in KKR in Q2 2020 and has held it in 25 quarters since. The position peaked at $308K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,961 shares of KKR & Co worth $180K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 183 KKR & Co shares in Q2 2026, an estimated $17.7K.
  • KKR & Co made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #251 holding.
  • Matthew Hamilton Rosenberg first reported a position in KKR & Co in Q2 2020 and has held it in 25 quarters since.
  • Matthew Hamilton Rosenberg's KKR & Co position peaked at $308K in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.