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Middleton & Co’s KKR & Co KKR Stock Holding History

Middleton & Co’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
-2,622
Closed -$334K – 167
2025
Q4 		$334K Hold
2,622
– – 0.04% 133
2025
Q3 		$341K Hold
2,622
– – 0.04% 133
2025
Q2 		$349K Hold
2,622
– – 0.04% 132
2025
Q1 		$303K Hold
2,622
– – 0.04% 133
2024
Q4 		$388K Hold
2,622
– – 0.04% 123
2024
Q3 		$342K Hold
2,622
– – 0.04% 128
2024
Q2 		$276K Hold
2,622
– – 0.03% 141
2024
Q1 		$264K Hold
2,622
– – 0.03% 147
2023
Q4 		$217K Buy
+2,622
New +$178K 0.03% 149

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

Middleton & Co's KKR Position: Q1 2026 in Review

Middleton & Co sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 2,622 shares — an estimated $334K sold.

Middleton & Co first reported a position in KKR in Q4 2023 and held it in 9 quarters. The position peaked at $388K in Q4 2024. 1,277 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Middleton & Co reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Middleton & Co sold 2,622 KKR & Co shares in Q1 2026, an estimated $334K.
  • Middleton & Co first reported a position in KKR & Co in Q4 2023 and held it in 9 quarters.
  • Middleton & Co's KKR & Co position peaked at $388K in Q4 2024.
  • 1,277 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.