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Mesirow Financial Investment Management’s KKR & Co KKR Stock Holding History

Mesirow Financial Investment 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 		$2.8M Sell
30,544
-164
-0.5% -$15.9K 0.04% 183
2026
Q1 		$2.84M Buy
30,708
+1,031
+3% +$109K 0.05% 176
2025
Q4 		$3.78M Sell
29,677
-1,765
-6% -$220K 0.08% 144
2025
Q3 		$4.09M Buy
31,442
+415
+1% +$58.9K 0.07% 147
2025
Q2 		$4.13M Sell
31,027
-587
-2% -$68.7K 0.08% 143
2025
Q1 		$3.65M Sell
31,614
-1,369
-4% -$188K 0.07% 152
2024
Q4 		$4.88M Sell
32,983
-2,935
-8% -$431K 0.1% 134
2024
Q3 		$4.69M Sell
35,918
-761
-2% -$90K 0.09% 133
2024
Q2 		$3.86M Sell
36,679
-3,684
-9% -$375K 0.09% 140
2024
Q1 		$4.06M Buy
40,363
+2,242
+6% +$206K 0.09% 135
2023
Q4 		$3.16M Buy
+38,121
New +$2.58M 0.12% 117

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

Mesirow Financial Investment Management's KKR Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its KKR & Co (KKR) stake by 0.53% in Q2 2026, selling an estimated $15.9K and leaving 30,544 shares worth $2.8M. The position accounts for 0.04% of the portfolio, ranked #183.

Mesirow Financial Investment Management first reported a position in KKR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.88M in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Mesirow Financial Investment Management held 30,544 shares of KKR & Co worth $2.8M as of Q2 2026.
  • Mesirow Financial Investment Management sold 164 KKR & Co shares in Q2 2026, an estimated $15.9K.
  • KKR & Co made up 0.04% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #183 holding.
  • Mesirow Financial Investment Management first reported a position in KKR & Co in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's KKR & Co position peaked at $4.88M in Q4 2024.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.