Missouri Trust & Investment Company’s KKR & Co KKR Stock Holding History

Missouri Trust & Investment Company’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	–	Sell	-320	Closed	-$29.6K	–	276
2026 Q1	$29.6K	Hold	320	–	–	0.01%	270
2025 Q4	$40.8K	Hold	320	–	–	0.01%	242
2025 Q3	$41.6K	Hold	320	–	–	0.01%	244
2025 Q2	$42.6K	Hold	320	–	–	0.01%	227
2025 Q1	$37K	Sell	320 -23	-7%	-$3.16K	0.01%	223
2024 Q4	$50.7K	Hold	343	–	–	0.02%	211
2024 Q3	$44.8K	Sell	343 -25	-7%	-$2.96K	0.02%	218
2024 Q2	$38.7K	Sell	368 -65	-15%	-$6.62K	0.01%	225
2024 Q1	$43.6K	Sell	433 -25	-5%	-$2.3K	0.02%	219
2023 Q4	$37.9K	Buy	458 +368	+409%	+$24.9K	0.02%	217
2023 Q3	$5.54K	Sell	90 -10	-10%	-$607	﹤0.01%	331
2023 Q2	$5.6K	Hold	100	–	–	﹤0.01%	364
2023 Q1	$5.25K	Hold	100	–	–	﹤0.01%	286
2022 Q4	$5K	Hold	100	–	–	﹤0.01%	281
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	291
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	301
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	299
2021 Q4	$7K	Buy	+100	New	+$7.38K	﹤0.01%	325

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Missouri Trust & Investment Company's KKR Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 320 shares — an estimated $29.6K sold.

Missouri Trust & Investment Company first reported a position in KKR in Q4 2021 and held it in 18 quarters. The position peaked at $50.7K in Q4 2024. 1,274 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Missouri Trust & Investment Company reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 320 KKR & Co shares in Q2 2026, an estimated $29.6K.
Missouri Trust & Investment Company first reported a position in KKR & Co in Q4 2021 and held it in 18 quarters.
Missouri Trust & Investment Company's KKR & Co position peaked at $50.7K in Q4 2024.
1,274 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.