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Moors & Cabot’s KKR & Co KKR Stock Holding History

Moors & Cabot’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 		$638K Buy
6,903
+331
+5% +$34.9K 0.03% 481
2025
Q4 		$838K Sell
6,572
-350
-5% -$43.5K 0.04% 399
2025
Q3 		$900K Sell
6,922
-507
-7% -$72K 0.04% 384
2025
Q2 		$988K Buy
7,429
+75
+1% +$8.78K 0.05% 340
2025
Q1 		$850K Sell
7,354
-339
-4% -$46.6K 0.04% 360
2024
Q4 		$1.14M Buy
7,693
+387
+5% +$56.8K 0.05% 309
2024
Q3 		$954K Sell
7,306
-48
-0.7% -$5.68K 0.05% 346
2024
Q2 		$774K Sell
7,354
-2,306
-24% -$235K 0.04% 366
2024
Q1 		$972K Buy
9,660
+181
+2% +$16.6K 0.05% 317
2023
Q4 		$785K Sell
9,479
-1,726
-15% -$117K 0.05% 327
2023
Q3 		$690K Buy
11,205
+800
+8% +$48.6K 0.05% 347
2023
Q2 		$583K Sell
10,405
-324
-3% -$17K 0.04% 400
2023
Q1 		$563K Buy
10,729
+950
+10% +$51K 0.04% 405
2022
Q4 		$454K Sell
9,779
-328
-3% -$16K 0.03% 455
2022
Q3 		$435K Sell
10,107
-1,036
-9% -$52.4K 0.03% 433
2022
Q2 		$516K Sell
11,143
-1,523
-12% -$79.9K 0.04% 403
2022
Q1 		$741K Buy
12,666
+2,582
+26% +$163K 0.05% 362
2021
Q4 		$751K Buy
10,084
+74
+0.7% +$5.46K 0.05% 354
2021
Q3 		$606K Sell
10,010
-2,285
-19% -$143K 0.04% 394
2021
Q2 		$728K Buy
12,295
+800
+7% +$44.4K 0.05% 330
2021
Q1 		$561K Sell
11,495
-250
-2% -$11.2K 0.04% 371
2020
Q4 		$473K Sell
11,745
-1,400
-11% -$52.9K 0.04% 392
2020
Q3 		$451K Sell
13,145
-385
-3% -$13.5K 0.04% 356
2020
Q2 		$416K Sell
13,530
-17,795
-57% -$478K 0.04% 355
2020
Q1 		$738K Buy
31,325
+893
+3% +$25.6K 0.11% 187
2019
Q4 		$894K Sell
30,432
-80
-0.3% -$2.28K 0.09% 220
2019
Q3 		$814K Sell
30,512
-1,189
-4% -$31.4K 0.09% 227
2019
Q2 		$808K Sell
31,701
-492
-2% -$11.8K 0.1% 211
2019
Q1 		$756K Sell
32,193
-3,016
-9% -$68.7K 0.1% 213
2018
Q4 		$697K Sell
35,209
-479
-1% -$11K 0.11% 194
2018
Q3 		$975K Buy
35,688
+2,561
+8% +$68.4K 0.12% 194
2018
Q2 		$817K Buy
33,127
+80
+0.2% +$1.78K 0.11% 207
2018
Q1 		$671K Buy
33,047
+1,252
+4% +$27.8K 0.09% 262
2017
Q4 		$669K Buy
31,795
+745
+2% +$15K 0.09% 259
2017
Q3 		$624K Sell
31,050
-355
-1% -$6.74K 0.09% 264
2017
Q2 		$585K Buy
31,405
+4,282
+16% +$78.4K 0.1% 256
2017
Q1 		$491K Sell
27,123
-4,531
-14% -$80.5K 0.08% 279
2016
Q4 		$488K Sell
31,654
-1,166
-4% -$17.6K 0.08% 289
2016
Q3 		$467K Sell
32,820
-2,776
-8% -$39.4K 0.08% 280
2016
Q2 		$432K Buy
35,596
+5,022
+16% +$67.2K 0.08% 285
2016
Q1 		$447K Buy
30,574
+584
+2% +$7.95K 0.08% 272
2015
Q4 		$472K Buy
29,990
+1,212
+4% +$20.7K 0.09% 264
2015
Q3 		$482K Sell
28,778
-11,223
-28% -$238K 0.09% 261
2015
Q2 		$910K Sell
40,001
-2,564
-6% -$58.9K 0.15% 167
2015
Q1 		$969K Buy
42,565
+4,200
+11% +$99.2K 0.16% 152
2014
Q4 		$893K Buy
38,365
+7,797
+26% +$171K 0.15% 162
2014
Q3 		$677K Buy
30,568
+20,238
+196% +$475K 0.12% 198
2014
Q2 		$251K Buy
+10,330
New +$241K 0.04% 425

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Moors & Cabot's KKR Position: Q1 2026 in Review

Moors & Cabot increased its KKR & Co (KKR) stake by 5% in Q1 2026, buying an estimated $34.9K and bringing the position to 6,903 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #481.

Moors & Cabot first reported a position in KKR in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.14M in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Moors & Cabot held 6,903 shares of KKR & Co worth $638K as of Q1 2026.
  • Moors & Cabot bought 331 KKR & Co shares in Q1 2026, an estimated $34.9K.
  • KKR & Co made up 0.03% of Moors & Cabot's portfolio in Q1 2026, its #481 holding.
  • Moors & Cabot first reported a position in KKR & Co in Q2 2014 and has held it in 48 quarters since.
  • Moors & Cabot's KKR & Co position peaked at $1.14M in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.