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Morse Asset Management’s KKR & Co KKR Stock Holding History

Morse Asset 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
Q1 		$13.9K Sell
150
-35
-19% -$3.69K ﹤0.01% 278
2025
Q4 		$23.6K Hold
185
– – ﹤0.01% 253
2025
Q3 		$24K Hold
185
– – ﹤0.01% 229
2025
Q2 		$24.6K Buy
+185
New +$21.7K 0.01% 226

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

Morse Asset Management's KKR Position: Q1 2026 in Review

Morse Asset Management reduced its KKR & Co (KKR) stake by 19% in Q1 2026, selling an estimated $3.69K and leaving 150 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Morse Asset Management first reported a position in KKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.6K in Q2 2025. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Morse Asset Management held 150 shares of KKR & Co worth $13.9K as of Q1 2026.
  • Morse Asset Management sold 35 KKR & Co shares in Q1 2026, an estimated $3.69K.
  • KKR & Co made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #278 holding.
  • Morse Asset Management first reported a position in KKR & Co in Q2 2025 and has held it in 4 quarters since.
  • Morse Asset Management's KKR & Co position peaked at $24.6K in Q2 2025.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.