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Montaka Global’s KKR & Co KKR Stock Holding History

Montaka Global’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 		$14M Buy
152,196
+19,070
+14% +$1.85M 7.86% 4
2026
Q1 		$12.3M Sell
133,126
-6,039
-4% -$637K 7.36% 5
2025
Q4 		$17.7M Buy
+139,165
New +$17.3M 8.39% 4

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

Montaka Global's KKR Position: Q2 2026 in Review

Montaka Global increased its KKR & Co (KKR) stake by 14% in Q2 2026, buying an estimated $1.85M and bringing the position to 152,196 shares worth $14M. The position accounts for 7.86% of the portfolio, ranked #4.

Montaka Global first reported a position in KKR in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.7M in Q4 2025. 1,278 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Montaka Global held 152,196 shares of KKR & Co worth $14M as of Q2 2026.
  • Montaka Global bought 19,070 KKR & Co shares in Q2 2026, an estimated $1.85M.
  • KKR & Co made up 7.86% of Montaka Global's portfolio in Q2 2026, its #4 holding.
  • Montaka Global first reported a position in KKR & Co in Q4 2025 and has held it in 3 quarters since.
  • Montaka Global's KKR & Co position peaked at $17.7M in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Montaka Global's 13F filing for Q2 2026, filed 11 Aug 2026.