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Montecito Bank & Trust’s KKR & Co KKR Stock Holding History

Montecito Bank & 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
Q1 		– Sell
-1,723
Closed -$220K – 276
2025
Q4 		$220K Sell
1,723
-240
-12% -$29.9K 0.04% 259
2025
Q3 		$255K Buy
+1,963
New +$279K 0.04% 256
2025
Q1 		$232K Buy
2,008
+62
+3% +$8.53K 0.04% 267
2024
Q4 		$288K Buy
1,946
+173
+10% +$25.4K 0.05% 242
2024
Q3 		$232K Buy
+1,773
New +$210K 0.04% 266

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Montecito Bank & Trust's KKR Position: Q1 2026 in Review

Montecito Bank & Trust sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 1,723 shares — an estimated $220K sold.

Montecito Bank & Trust first reported a position in KKR in Q3 2024 and held it in 5 quarters. The position peaked at $288K in Q4 2024. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Montecito Bank & Trust reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,723 KKR & Co shares in Q1 2026, an estimated $220K.
  • Montecito Bank & Trust first reported a position in KKR & Co in Q3 2024 and held it in 5 quarters.
  • Montecito Bank & Trust's KKR & Co position peaked at $288K in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Montecito Bank & Trust's 13F filing for Q1 2026, filed 16 Apr 2026.