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Morningstar Investment Management’s KKR & Co KKR Stock Holding History

Morningstar Investment Management’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 		$1.67M Hold
18,053
– – 0.1% 184
2026
Q1 		$1.67M Buy
18,053
+1,706
+10% +$180K 0.1% 182
2025
Q4 		$2.08M Sell
16,347
-45,920
-74% -$5.71M 0.12% 161
2025
Q3 		$8.09M Buy
+62,267
New +$8.84M 0.3% 81

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Morningstar Investment Management's KKR Position: Q2 2026 in Review

Morningstar Investment Management held its KKR & Co (KKR) position steady in Q2 2026 at 18,053 shares worth $1.67M. The position accounts for 0.1% of the portfolio, ranked #184.

Morningstar Investment Management first reported a position in KKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.09M in Q3 2025. 505 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Morningstar Investment Management held 18,053 shares of KKR & Co worth $1.67M as of Q2 2026.
  • Morningstar Investment Management left its KKR & Co share count unchanged in Q2 2026.
  • KKR & Co made up 0.1% of Morningstar Investment Management's portfolio in Q2 2026, its #184 holding.
  • Morningstar Investment Management first reported a position in KKR & Co in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's KKR & Co position peaked at $8.09M in Q3 2025.
  • 505 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.