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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
2024
Q1 		– Sell
-100
Closed -$2.75K – 944
2023
Q4 		$2.75K Buy
+100
New +$6.77K ﹤0.01% 835

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $298B AUM 21.96% 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. 1,276 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.
  • 1,276 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.