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Mendel Capital Management’s KKR & Co KKR Stock Holding History

Mendel Capital Management’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 		$576K Sell
6,276
-35
-0.6% -$3.39K 0.26% 60
2026
Q1 		$584K Buy
+6,311
New +$665K 0.29% 59
2025
Q3 		$762K Buy
5,862
+362
+7% +$51.4K 0.4% 52
2025
Q2 		$732K Buy
+5,500
New +$644K 0.42% 52

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Mendel Capital Management's KKR Position: Q2 2026 in Review

Mendel Capital Management reduced its KKR & Co (KKR) stake by 0.55% in Q2 2026, selling an estimated $3.39K and leaving 6,276 shares worth $576K. The position accounts for 0.26% of the portfolio, ranked #60.

Mendel Capital Management first reported a position in KKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $762K in Q3 2025. 493 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Mendel Capital Management held 6,276 shares of KKR & Co worth $576K as of Q2 2026.
  • Mendel Capital Management sold 35 KKR & Co shares in Q2 2026, an estimated $3.39K.
  • KKR & Co made up 0.26% of Mendel Capital Management's portfolio in Q2 2026, its #60 holding.
  • Mendel Capital Management first reported a position in KKR & Co in Q2 2025 and has held it in 4 quarters since.
  • Mendel Capital Management's KKR & Co position peaked at $762K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.