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Merit Financial Group’s KKR & Co KKR Stock Holding History

Merit Financial 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 		$3.14M Buy
34,227
+855
+3% +$82.9K 0.02% 573
2026
Q1 		$3.09M Buy
33,372
+8,163
+32% +$860K 0.02% 532
2025
Q4 		$3.21M Sell
25,209
-7,487
-23% -$931K 0.03% 482
2025
Q3 		$4.25M Buy
32,696
+474
+1% +$67.3K 0.04% 348
2025
Q2 		$4.29M Buy
32,222
+9,996
+45% +$1.17M 0.05% 316
2025
Q1 		$2.57M Sell
22,226
-4,487
-17% -$617K 0.04% 358
2024
Q4 		$3.95M Buy
26,713
+20,885
+358% +$3.06M 0.07% 225
2024
Q3 		$761K Sell
5,828
-843
-13% -$99.7K 0.02% 472
2024
Q2 		$702K Sell
6,671
-171
-2% -$17.4K 0.02% 500
2024
Q1 		$650K Buy
6,842
+1,266
+23% +$116K 0.02% 510
2023
Q4 		$462K Buy
+5,576
New +$378K 0.01% 515

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

Merit Financial Group's KKR Position: Q2 2026 in Review

Merit Financial Group increased its KKR & Co (KKR) stake by 2.6% in Q2 2026, buying an estimated $82.9K and bringing the position to 34,227 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #573.

Merit Financial Group first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.29M in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Merit Financial Group held 34,227 shares of KKR & Co worth $3.14M as of Q2 2026.
  • Merit Financial Group bought 855 KKR & Co shares in Q2 2026, an estimated $82.9K.
  • KKR & Co made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #573 holding.
  • Merit Financial Group first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Merit Financial Group's KKR & Co position peaked at $4.29M in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.