Mizuho Securities USA’s KKR & Co KKR Stock Holding History

Mizuho Securities USA’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	$4.97M	Buy	54,126 +12,629	+30%	+$1.22M	0.08%	237
2026 Q1	$3.84M	Sell	41,497 -8,478	-17%	-$894K	0.09%	249
2025 Q4	$6.11M	Buy	49,975 +9	+0%	+$1.12K	0.1%	169
2025 Q3	$6.97M	Buy	49,966 +3,179	+7%	+$451K	0.14%	142
2025 Q2	$6.22M	Sell	46,787 -7,264	-13%	-$850K	0.13%	154
2025 Q1	$6.25M	Sell	54,051 -9,929	-16%	-$1.37M	0.13%	155
2024 Q4	$9.46M	Buy	63,980 +20,247	+46%	+$2.97M	0.17%	109
2024 Q3	$5.71M	Sell	43,733 -7,586	-15%	-$898K	0.12%	146
2024 Q2	$5.4M	Buy	+51,319	New	+$5.22M	0.12%	158

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

Mizuho Securities USA's KKR Position: Q2 2026 in Review

Mizuho Securities USA increased its KKR & Co (KKR) stake by 30% in Q2 2026, buying an estimated $1.22M and bringing the position to 54,126 shares worth $4.97M. The position accounts for 0.08% of the portfolio, ranked #237.

Mizuho Securities USA first reported a position in KKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.46M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

Mizuho Securities USA held 54,126 shares of KKR & Co worth $4.97M as of Q2 2026.
Mizuho Securities USA bought 12,629 KKR & Co shares in Q2 2026, an estimated $1.22M.
KKR & Co made up 0.08% of Mizuho Securities USA's portfolio in Q2 2026, its #237 holding.
Mizuho Securities USA first reported a position in KKR & Co in Q2 2024 and has held it in 9 quarters since.
Mizuho Securities USA's KKR & Co position peaked at $9.46M in Q4 2024.
1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.