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Midwest Trust’s KKR & Co KKR Stock Holding History

Midwest Trust’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 		$12.8M Sell
139,166
-2,639
-2% -$256K 0.14% 137
2026
Q1 		$13.1M Buy
141,805
+13,816
+11% +$1.46M 0.16% 133
2025
Q4 		$16.3M Sell
127,989
-5,497
-4% -$684K 0.2% 113
2025
Q3 		$17.3M Sell
133,486
-10,281
-7% -$1.46M 0.23% 106
2025
Q2 		$19.1M Buy
+143,767
New +$16.8M 0.26% 95

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

Midwest Trust's KKR Position: Q2 2026 in Review

Midwest Trust reduced its KKR & Co (KKR) stake by 1.9% in Q2 2026, selling an estimated $256K and leaving 139,166 shares worth $12.8M. The position accounts for 0.14% of the portfolio, ranked #137.

Midwest Trust first reported a position in KKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.1M in Q2 2025. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Midwest Trust held 139,166 shares of KKR & Co worth $12.8M as of Q2 2026.
  • Midwest Trust sold 2,639 KKR & Co shares in Q2 2026, an estimated $256K.
  • KKR & Co made up 0.14% of Midwest Trust's portfolio in Q2 2026, its #137 holding.
  • Midwest Trust first reported a position in KKR & Co in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's KKR & Co position peaked at $19.1M in Q2 2025.
  • 1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.