MCM
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MidAtlantic Capital Management’s KKR & Co KKR Stock Holding History

MidAtlantic 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
Q1 		– Sell
-1,897
Closed -$242K – 155
2025
Q4 		$242K Hold
1,897
– – 0.15% 78
2025
Q3 		$247K Hold
1,897
– – 0.17% 77
2025
Q2 		$252K Hold
1,897
– – 0.18% 77
2025
Q1 		$219K Hold
1,897
– – 0.17% 79
2024
Q4 		$281K Hold
1,897
– – 0.21% 71
2024
Q3 		$248K Hold
1,897
– – 0.18% 75
2024
Q2 		$200K Hold
1,897
– – 0.17% 78
2024
Q1 		$191K Hold
1,897
– – 0.17% 79
2023
Q4 		$157K Buy
+1,897
New +$128K 0.15% 79

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MidAtlantic Capital Management's KKR Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,897 shares — an estimated $242K sold.

MidAtlantic Capital Management first reported a position in KKR in Q4 2023 and held it in 9 quarters. The position peaked at $281K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 1,897 KKR & Co shares in Q1 2026, an estimated $242K.
  • MidAtlantic Capital Management first reported a position in KKR & Co in Q4 2023 and held it in 9 quarters.
  • MidAtlantic Capital Management's KKR & Co position peaked at $281K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.